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

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 - 10:00, James T. Blazek
   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
   10:00 - 11:00, James T. Blazek
   1. Principles in Will Drafting
      1. Fiduciaries
      2. Forms
      3. Clauses
   2. Revocable and Irrevocable Living Trusts
      1. Funding the Trusts
      2. Using Irrevocable Trusts to Purchase Life Insurance
3. BASIC TAXES YOU NEED TO BE AWARE OF
   11:15 - 12:15, Daniel J. Guinan
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:15 - 2:15, William E. Seidler Jr.
   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 - 3:15, Trent D. Reinert
   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, William E. Seidler Jr.
   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

JAMES T. BLAZEK is the founder and president of Blazek & Associates, P.C., L.L.O., a law firm that specializes in estate and business planning, serving clients throughout Nebraska and Western Iowa. The firm's focus is on proactive planning that emphasizes protection for clients, their loved ones and their assets. Mr. Blazek has been assisting clients with their estate and business planning needs for more than 25 years. He lectures locally and nationally on estate planning topics and has written numerous articles in his areas of expertise. He has helped train numerous accountants, insurance professionals and other attorneys in many estate planning and business planning strategies. Mr. Blazek serves as an instructor for the National Network of Estate Planning Attorneys. He is a member of the National Network of Estate Planning Attorneys, WealthCounsel, the Nebraska Council of Estate Planning Attorneys, the Omaha Estate Planning Council, the Esperti Peterson Institute (designation, Advanced Wealth Strategies Planner) and the Nebraska State Bar Association. Mr. Blazek earned his B.S. degree in business administration concentrating in finance from the University of Nebraska at Lincoln and his J.D. degree from Creighton University School of Law.

DANIEL J. GUINAN is a partner with Fraser Stryker PC LLO, where he practices in the areas of estate planning and probate, trust and estate administration, intellectual property, business and corporate, business succession planning, employee benefits and ERISA, executive compensation, health and welfare benefits, pension and retirement plans, and technology and licensing. Mr. Guinan is a member of the American, Nebraska State and Omaha bar associations. He earned his B.S.B.A. degree from the University of Nebraska and his J.D. degree, cum laude, from Creighton University School of Law.

TRENT D. REINERT is a member of the business, tax, and estate planning section with the firm Baird Holm LLP. He practices primarily in the areas of taxation, estate planning, trusts, probate, employee benefits, ERISA and general corporate law. Mr. Reinert represents individual, corporate and trust clients with respect to a variety of tax planning and tax compliance issues. He also represents clients in all aspects of estate planning, as well as various employee benefit and retirement plan matters. Mr. Reinert has made numerous presentations to various groups in his areas of practice. Prior to joining Baird Holm LLP, he was a partner in another Omaha law firm. Mr. Reinert is a member of the Nebraska State, Iowa State and American bar associations, the Omaha Estate Planning Council, the Council Bluffs Estate Planning Council (past president, vice president and treasurer) and the Christian Home Association Foundation Board of Trustees. He earned his B.B.A. degree from Iowa State University and his J.D. degree from University of Nebraska College of Law.

WILLIAM E. SEIDLER JR. is a shareholder in the Omaha law firm of Seidler & Seidler, P.C., where his practice is concentrated in the areas of elder law, estate planning and probate. He has been a guest lecturer on planning for the incapacity of a client for business. Mr. Seidler is a member of the Omaha, Nebraska State (member, Committee on Elder Law) and American (member, Real Property, Probate and Trust Law Section) bar associations. He earned his B.A. degree from Drake University and his J.D. degree from Creighton University School of Law.

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