Are you prepared for the challenges each new client will bring into your estate planning practice? From the initial interview through the final draft of the plan, you'll need all the skills you can get to ensure the clients' financial interests are protected and their legacy passed on to the intended beneficiaries. Our detailed instruction will walk you through the process and help you avoid the hidden traps along the way. Build a solid foundation for your estate planning practice - order today!

1. What You Need to Know About Working With the Client
2. Wills and Trusts
3. Basic Taxes You Need to Be Aware Of
4. Considerations in Planning for Incapacity
5. Charitable Planning
6. Ethical Issues in Estate Planning

Continuing Education Credits:   

* denotes specialty credits

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 - 10:00, Richard J. Abbondanza and Gail P. Kingsley
   1. Information to Gather at the Initial Interview
   2. Making Sure Client Wishes are Implemented
   3. Keeping the Client Involved Throughout the Process
2. WILLS AND TRUSTS
   10:15 - 11:15, Richard J. Abbondanza and Gail P. Kingsley
   1. Principles in Will Drafting
      1. Fiduciaries
      2. Forms
      3. Clauses
      4. Execution
   2. Revocable and Irrevocable Living Trusts
      1. What they Can and Cannot Do
      2. Funding the Trusts
      3. Using Irrevocable Trusts to Purchase Life Insurance
3. BASIC TAXES YOU NEED TO BE AWARE OF
   11:15 - 12:15, Gail P. Kingsley
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:15 - 2:15, Richard J. Abbondanza
   1. Financial and Medical Powers of Attorney
   2. Living Wills and Health Care Instructions
   3. Asset Protection Trusts
   4. Advising the Dying Client
5. CHARITABLE PLANNING
   2:15 - 2:45 and 3:00 - 3:30, Richard J. Abbondanza
   1. Overview of the Wealth Transfer Charitable Tax Deduction
   2. Considerations in Assets to Donate
   3. Charitable Lead Trusts
   4. Charitable Remainder Trusts
6. ETHICAL ISSUES IN ESTATE PLANNING
   3:30 - 4:30, Gail P. Kingsley
   1. Avoiding Conflicts of Interest – Determining the Client
   2. Competency of the Client – When Diminished Capacity Becomes Apparent
   3. Maintaining the Relationship – Adequate Communication
   4. Confidentiality – What Should or Shouldn't Be Disclosed

RICHARD J. ABBONDANZA is a partner in the Portland law firm of Hopkinson & Abbondanza, P.A. He received his undergraduate degree from Amherst College, cum laude, and his law degree from Catholic University of America. Mr. Abbondanza regularly speaks on the subjects of estate planning, retirement planning and real estate and business succession planning. He is admitted to practice in all Maine courts. He is a member of the Maine Estate Planning Council, WealthCounsel, a national association of estate planning attorneys and advisors, and a recent graduate of the two-year Laureate Program of the Southern California Institute. Mr. Abbondanza serves on the boards of North Yarmouth Academy, the Institution for Civic Leadership, and Big Brothers Big Sisters of Southern Maine.

GAIL P. KINGSLEY is the managing partner of Libby O'Brien Kingsley & Champion, LLC, in Kennebunk, Maine. Ms. Kingsley is an experienced and highly respected estate planning attorney with an established practice both in Massachusetts and Maine. She divides her time between offices in Waltham, Massachusetts and Kennebunk. Ms. Kingsley is a member of the York County and Maine State bar associations, and the Massachusetts Bar Association. She also is on the Board of Corporators of Kennebunk Savings Bank. Ms. Kingsley graduated from the University of Connecticut, earned her J.D. degree, cum laude, from Boston College Law School and her LL.M. degree, in taxation, from Boston University School of Law. She began her legal career in the Boston firm of Burns & Levinson. Ms. Kingsley is the chairman of Avesta Housing of Portland, Maine.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com