People don't like to contemplate their own deaths, but they do need to consider what will happen to their assets when they die. Tax issues, medical decisions, and a wide range of planning documents make the process even more complicated. But you can give your clients peace of mind by creating effective wills and trusts that carry out all of their wishes.

Order today to learn the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents such as powers of attorney. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Tackle the ethical issues related to estate planning, both from the attorney's perspective and from that of the client who must make end-of-life medical decisions. Have the skills and information you need right at your fingertips!

1. Fundamental Principles of Will Drafting
2. Using Living Trusts and Powers of Attorney as Estate Planning Tools
3. Basic Tax Considerations - What You Need to Know in Order to Choose the Appropriate Plan
4. Ethics and Estate Planning
5. Planning Methods to Control Medical Treatment

Continuing Education Credits:   

* denotes specialty credits

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:15, Phillip W. Hegg
   1. Selecting the Vehicle - Initial Advice to the Client
   2. Checklist for Gathering Client Information
   3. The Statutory ABCs: What is Required?
   4. Methods of Designating Fiduciaries
   5. Disinheritance and No Contest Clauses - Will They Stand?
   6. Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special Needs
   7. Building Flexibility Into the Plan - Checklist of Special Provisions
   8. Practical Pointers With Sample Forms
   9. Developing a Document Preparation System
2. USING LIVING TRUSTS AND POWERS OF ATTORNEY AS ESTATE PLANNING TOOLS
   10:30 - 12:00, Phillip W. Hegg
   1. Common Elements in Trust Agreements
   2. The Revocable Living Trust - Why You Should Use It
   3. Disadvantages of Revocable Living Trusts
   4. Sample Pour-Over Will and Living Trust Agreements
   5. Durable Powers of Attorney
3. BASIC TAX CONSIDERATIONS - WHAT YOU NEED TO KNOW IN ORDER TO CHOOSE THE APPROPRIATE PLAN
   1:00 - 2:30, Edward K. Jackson
   1. Tax Considerations of Drafting Living or Testamentary Trusts
   2. Marital Deduction Planning - Qualifications and Basic Formula Approaches
   3. Estate and Gift Taxes
   4. Generation-Skipping Transfer Taxes
   5. Income Tax - Ramifications of Trusts
4. ETHICS AND ESTATE PLANNING
   2:45 - 3:45, Phillip W. Hegg
   1. Selected Ethical Rules Affecting the Estate Planner
   2. Who's Your Client? Conflict of Interest
   3. Competency - A Word to the Wise
   4. Practice Before the IRS
   5. Attorney Fees
5. PLANNING METHODS TO CONTROL MEDICAL TREATMENT
   3:45 - 4:30, Natalie J. Miller
   1. What a Living Will Can and Cannot Accomplish
   2. Picking Up Where a Living Will Ends - Durable Powers of Attorney for Health Care/Health Care Proxy
   3. Preserving Your Client's Dignity Through the Patient Self-Determination Act
   4. Anatomical Gifts - Making the Difficult Decisions During Life and Upon Death

PHILLIP W. HEGG is a practicing attorney in Charlotte. He is president of PH Consulting Services, a U.S. based consulting practice and PWH Financial International, an international consulting practice. Mr. Hegg has substantial legal experience and expertise in the areas of U.S. and international estate planning, including planning for companies, mergers and acquisitions, reorganization of business operations and a variety of tax planning transactions affecting business, revocable trusts, insurance trusts, charitable remainder trusts, private and public foundations, and other trust planning concepts, including qualified personal residence trusts, grantor retained interest transactions, estate value reduction transactions, as well as international planning concepts. He was an adjunct professor at Wake Forest University School of Law and has been a guest lecturer at the New York University Federal Income Tax Institute, the Medical Group Management Association and National Business Institute, as well as various estate planning counsels, bar associations and AICPA continuing education programs, including the North Carolina Association of Certified Public Accountants 61st Symposium. Mr. Hegg earned his J.D. degree, with honors, from Seattle University, University of Puget Sound School of Law; and his LL.M. degree from the University of Florida School of Law. Mr. Hegg also earned an LL.M. degree from the University of Leicester Center of International Law, Leicester, England.

EDWARD K. JACKSON is a member of The Jackson Law Firm, PLLC, in Charlotte, North Carolina, where he practices in the areas of business law, limited liability companies, taxation, estate planning, and wills and probate. Mr. Jackson is admitted to practice in North Carolina. He is a past editor of the American Journal of Tax Policy and has lectured on various topics related to business and estate planning, including the use of LLCs in North Carolina, and recently spoke on asset protection planning. Mr. Jackson is a member of the Mecklenburg County Bar Association (Estate Planning and Probate Section), the North Carolina Bar Association and the North Carolina State Bar. He earned his B.A. degree from Wofford College and his J.D. degree from the University of Alabama.

NATALIE J. MILLER is the principal of the Law Office of Natalie J. Miller, PLLC, in Mooresville. Ms. Miller practices in the areas of estate planning, estate administration, elder law, Medicaid planning and special needs planning. She is a member of the North Carolina Bar Association (Real Estate and Elder Law sections), the Iredell County Bar Association and the National Academy of Elder Law Attorneys. Ms. Miller is also a member of the Steering Committee of the North Carolina Chapter of the National Academy of Elder Law Attorneys. She earned her B.S. degree from the University of Southern California and her J.D. degree from Wake Forest University School of Law.

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