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 - 9:45, Anthony L. Barney
   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
   9:45 - 10:15 and 10:30 - 11:00, Anthony L. Barney
   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
   11:00 - 12:00, Greg J. Carlson
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:00 - 2:00, Daniel V. Goodsell
   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
   2:00 - 2:45 and 3:00 - 3:30, Kenneth A. Burns
   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, Daniel V. Goodsell
   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

ANTHONY L. BARNEY is the president and sole shareholder of Anthony L. Barney, LTD, where he practices in the areas of estate planning and business planning, including the preparation of wills, revocable living trusts, revocable trusts and irrevocable trusts, including domestic asset protection trusts. He prepares real estate transactions related to estate planning, which include transfers on death deeds (beneficiary deeds), trust deeds and agreements relating to real estate. Mr. Barney assists clients in probate and trust administration, prepares and assists in the preparation of federal estate tax returns and represents fiduciaries in litigation relating to wills, trusts and estate matters. He earned his B.S. degree from Brigham Young University, his M.S. degree from the University of Nevada, Las Vegas, and his J.D. degree and L.L.M. degree from the University of Missouri, Kansas City. Mr. Barney is licensed to practice law in Nevada and Idaho, and is fluent in the Spanish language. He is a member of the Southern Nevada Estate Planning Council, State Bar of Nevada, Idaho State Bar and serves as a professional advisor to various local charities in the southern Nevada region.

KENNETH A. BURNS is an attorney with the Las Vegas law firm of Kolesar & Leatham, where he practices primarily in estate planning, estate administration, probate, tax, business and tax litigation. He is a lecturer for CLE seminars on estate planning issues and tax issues. Mr. Burns earned his B.B.A. degree, with honors, from Delta State University, his M.A. degree from the University of Hawaii and his J.D. degree, cum laude, from the University of Miami. He is a member of the State Bar of Nevada.

GREG J. CARLSON is an attorney in the business law department of Lionel Sawyer & Collins, where he practices in the area of business law with an emphasis in tax and estate planning. Mr. Carlson is licensed as a Certified Public Accountant by the Florida Board of Accountancy (licensed in Florida only) and holds a Master of Accountancy in tax. He has worked as a law clerk for the claim legal group of a national insurance company, as a tax intern in an Orange County office of a national accounting and tax firm, and as an estate planning assistant for a law firm. Mr. Carlson earned his B.S. degree, magna cum laude, from Brigham Young University and his J.D. degree, cum laude, from the University of California, Hastings College of the Law. He is admitted by the State Bar of Nevada.

DANIEL V. GOODSELL is a founding partner in the Las Vegas law firm of Goodsell & Olsen, where his practice is concentrated in the areas of estate planning, asset protection, business succession planning, elder law, guardianships, Medicaid planning and business entity law. He is a frequent lecturer on estate planning and asset protection topics. Mr. Goodsell earned his B.S. degree, with university honors, from Brigham Young University and his J.D. degree from the University of Utah College of Law. He is certified by the National Association of Elder Law Attorney's as a specialist in Elder Law. Mr. Goodsell is a member of the Utah State Bar, the State Bar of Nevada and the State Bar of California. He also is a member of the Nevada Society of Certified Public Accountants, the National Association of Elder Law Attorneys and the Southern Nevada Estate Planning Council.

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