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. Ethical Issues in Estate Planning
3. Wills and Trusts
4. Basic Taxes You Need to Be Aware Of
5. Considerations in Planning for Incapacity
6. Charitable Planning

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 - 9:45, Sara E. Meyers
   1. Information to Gather at the Initial Interview
   2. Making Sure Client Wishes are Implemented
   3. Keeping the Client Involved Throughout the Process
2. ETHICAL ISSUES IN ESTATE PLANNING
   9:45 - 10:45, Anthony J. Enea
   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
3. WILLS AND TRUSTS
   11:00 - 12:00, Leslie Levin
   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
4. BASIC TAXES YOU NEED TO BE AWARE OF
   1:00 - 2:15, Marc Selden
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
5. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   2:15 - 3:15, Richard J. Shapiro
   1. Financial and Medical Powers of Attorney
   2. Living Wills and Health Care Instructions
   3. Asset Protection Trusts
   4. Advising the Dying Client
6. CHARITABLE PLANNING
   3:30 - 4:30, Leslie Levin
   1. Overview of the Wealth Transfer Charitable Tax Deduction
   2. Considerations in Assets to Donate
   3. Charitable Lead Trusts
   4. Charitable Remainder Trusts

ANTHONY J. ENEA is a partner in the law firm of Enea, Scanlan & Sirignano, LLP, where he practices in the areas of elder law; Medicaid planning; nursing home planning; wills, trusts and guardianships (contested/non-contested); and will and trust litigation. He is certified as an elder law attorney by the National Elder Law Foundation as accredited by the American Bar Association. Mr. Enea earned his B.A. degree, magna cum laude, and his J.D. degree from Pace University. He is a member of the Westchester County Bar Association (vice president, co-chairperson, Elder Law Committee; former chairperson, Lawyer Referral Service Committee; Military Law Committee; member, Trusts and Estates Section), the New York State Bar Association (member, Nominating Committee, Living Will Legislation and Burial Rights Legislation; Executive Committee and co-chairperson of Guardianship and Fiduciary Committee of Elder Law Section; vice-chairperson, Committee on the Elderly and Disabled; Trusts and Estates Section; House of Delegates), the National Academy of Elder Law Attorneys (charter member and member of the Board of Directors of New York Chapter) and the Columbian Lawyers Association.

LESLIE LEVIN is special counsel to the firm Cuddy & Feder LLP. She practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning and elder law. Ms. Levin prepares simple and complex wills, health care forms, powers of attorney, family limited partnership agreements, limited liability company agreements and a wide variety of trust agreements including revocable or "living" trusts, charitable trusts, pet trusts and special needs trusts. She also assists clients in reducing the tax impact on wealth, helps preserve family-owned businesses, and offers her estate-planning expertise in the area of non-U.S. persons. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from the Brandeis University, Massachusetts, and her J.D. degree from the University of Pennsylvania Law School. She is a member of the New York City Bar, New York State Bar Association, Westchester Women's Bar Association and the Women's Bar Association of the State of New York.

SARA E. MEYERS is an attorney in the law firm of Enea, Scanlan & Sirignano, LLP, where she practices elder law; Medicaid planning; home health care; wills; trusts and estates; and guardianships. Ms. Meyers is the author of Utilizing Medicaid Home Care as a Solution in a Post DRA World. She also is a frequent lecturer on related topics. Ms. Meyers earned her B.A. degree, cum laude, from Brandeis University and her J.D. degree from Benjamin N. Cardozo School of Law. She is a member of Westchester County (member, Elder Law Committee; editor, Westchester County Bar Journal) and New York State (member, sections on: Elder Law; Trusts and Estates) bar associations.

MARC SELDEN is the principal founder of Eagle & Selden, P.C., where his main areas of practice are estate planning, asset protection and business succession planning. He earned his B.A. degree, cum laude, from the State University of New York at Albany, his J.D. degree from Syracuse University Law School and has a laureate at the Southern California Institute. Mr. Selden is an instructor for National Business Institute and Southern California Institute, and is a charter member of the Wealth Counsel's Speakers Bureau. He is a contributing author to Wealth Counsel Estate Planning Strategies: Collective Wisdom, Proven Techniques published by Wealth Builders Press, LLC (2009). Mr. Selden is a member of the New York State Bar Association (Trusts and Estate Section), Estate Planning Council of New York City, Inc., and a member of Wealth Counsel. He is admitted to practice before the U.S. District Court, Southern and Eastern districts of New York.

RICHARD J. SHAPIRO is a partner in the law firm of Blustein, Shapiro, Rich & Barone, LLP, where he practices in the areas of estate planning, elder law, business planning and real estate law. He has presented continuing education courses on estate and business planning topics for Northwestern Mutual Financial Advisors, the Hudson Valley Estate Planning Council and other professional groups. Mr. Shapiro also has presented a two-day CPE course for certified public accountants titled, "Opportunities in Estate Planning for CPAs." He earned his B.S. degree from Cornell University and his J.D. degree from the University of Pennsylvania. Mr. Shapiro is a member of the Middletown, Orange County and New York State (member, Trusts and Estate and Elder Law sections) bar associations, and the National Network of Estate Planning Attorneys, the Hudson Valley Estate Planning Council and the National Academy of Elder Law Attorneys.

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