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. Conducting the Initial Client Interview
2. Wills and Trusts
3. Basic Taxes You Need to Be Aware Of
4. Planning for Incapacity
5. Charitable Planning
6. Ethical Issues in Estate Planning

Continuing Education Credits:   

* denotes specialty credits

1. CONDUCTING THE INITIAL CLIENT INTERVIEW
   9:00 - 10:00, Fred J. Forman
1. Information to Gather at the Initial Interview (A Good Fact Finder)
2. Explaining to the Client What is Involved in Estate Planning
3. What does the Client Actually Need (Will Versus Trust)

2. WILLS AND TRUSTS
   10:00 - 10:30 and 10:45 - 11:15, Michael P. Panebianco
1. Non-Tax Reasons to Have an Estate Plan
2. Fundamentals of Wills
3. Revocable and Irrevocable Trusts
1. Overview
2. Funding the Trust
3. Using Irrevocable Trusts to Purchase Life Insurance
4. Introduction to Qualified Personal Residence Trusts
5. Asset Protection Trusts (Fred J. Forman)

3. BASIC TAXES YOU NEED TO BE AWARE OF
   11:15 - 12:15, Fred J. Forman
1. Estate and Gift Taxes
2. Marital Deduction Planning
3. Generation-Skipping Transfer Taxes

4. PLANNING FOR INCAPACITY
   1:15 - 2:15, Michael P. Panebianco
1. Financial Powers of Attorney
2. Advance Health Care Directives

5. CHARITABLE PLANNING
   2:15 - 3:15, Michael P. Panebianco
1. Overview of the Charitable Income Tax Deduction
2. Charitable Remainder Trusts
3. Charitable Gift Annuities
4. Charitable Lead Trusts

6. ETHICAL ISSUES IN ESTATE PLANNING
   3:30 - 4:30, Fred J. Forman
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

FRED J. FORMAN is a founding shareholder and director of the law firm of Forman Corcoran Clark & Associates PA, with offices in Londonderry and Portsmouth, New Hampshire; and York, Biddeford and Portland, Maine. He has been a frequent lecturer to members of the bar on a variety of topics related to sophisticated estate planning, business succession planning, asset protection planning and wealth transfer techniques. Mr. Forman has been a featured speaker at seminars for accountants in both Massachusetts and New Hampshire, including those offered by the CPE Institute and the New Hampshire Society of Certified Public Accountants. He has testified as an expert witness on trust law. Mr. Forman has been a regular panelist on the Bloomberg Financial Network's radio show, Money Matters, as well as a regular co-host on the radio shows, Senior Matters and It's Your Money. He also has been a featured estate planning attorney on the public television series New Hampshire Outlook. Mr. Forman earned his B.A. degree from Merrimack College and his J.D. degree, magna cum laude , from Western New England College School of Law. He is a member of the New Hampshire, Massachusetts and Maine State bar associations, and the New Hampshire Estate Planning Council.

MICHAEL P. PANEBIANCO is Vice President and Trust Officer at Cambridge Trust Company of New Hampshire. He earned his B.A. degree from LeMoyne College, his J.D. degree from Hofstra University School of Law, and his LL.M. in taxation from Georgetown University Law Center. He is currently the secretary of the New Hampshire Estate Planning Council; a member of the New Hampshire and American bar associations; and co-chair of the Community Bridges Family Support Council, an organization that supports families with children who have a disability. Mr. Panebianco also served as an adjunct professor of wills, trusts and estates at the University of New Hampshire School of Law (formerly, Franklin Pierce Law Center) in Concord, New Hampshire. He is also a member of the Bar in New Hampshire, Florida, and New York.

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