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. Ethical Issues in Estate Planning

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 - 9:45, James S. Adray
   1. Information to Gather at the Initial Interview
   2. Making Sure Client Wishes are Implemented
   3. Keeping the Client Involved Throughout the Process
   4. Q&A
2. WILLS AND TRUSTS
   9:45 - 10:45 and 11:00 - 12:00, James S. Adray
   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. Q&A
3. BASIC TAXES YOU NEED TO BE AWARE OF
   1:00 - 2:10, Adrian C. Ribovich
   1. Overview of Tax Compliance
   2. Estate and Gift Taxes & Fidcuiary Income Tax Returns
   3. Marital Deduction Planning
   4. Generation-Skipping Transfer Taxes
   5. Q&A
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   2:25 - 3:30, Jennifer J. Antonini
   1. Financial and Medical Powers of Attorney
   2. Living Wills and Health Care Instructions
   3. Asset Protection Trusts
   4. Advising the Dying Client
   5. Q&A
5. ETHICAL ISSUES IN ESTATE PLANNING
   3:30 - 4:30, James S. Adray
   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
   5. Q&A

JAMES S. ADRAY is a partner in the Toledo law firm of Adray & Grna, where he practices in the areas of business law, probate, estate planning, divorce and medical malpractice. He is a mediator/arbitrator with the American Arbitration Association and is a mediator trainer throughout Ohio. Mr. Adray has taught at the University of Toledo Law School and College of Education. He is a member of the State Bar of Michigan (Alternate Dispute Resolution, and Probate and Trust Law committees), and the Ohio State (Family Law Committee and Alternative Dispute Resolution Committee) and Toledo bar associations. Mr. Adray earned his B.A. and J.D. degrees from the University of Toledo.

JENNIFER J. ANTONINI is an attorney with the Law Offices of Jennifer Antonini, Ltd., in Sylvania. Ms. Antonini has been practicing in the areas of estate planning, probate and real estate for more than 11 years. During this time, she has handled matters involving extensive litigation, including probate litigation. More recently, Ms. Antonini's practice has included elder law, and more specifically, Medicaid planning. She also has worked with clients on business start ups and business litigation. Ms. Antonini is a member of the Toledo and Ohio State bar associations. She earned her J.D. degree, cum laude, from the University of Toledo College of Law.

ADRIAN C. RIBOVICH is an attorney at Mockensturm Limited in Toledo, where he focuses his practice in tax, small business and transactional work. Mr. Ribovich earned his B.A. degree from the College of Wooster. He earned his J.D. degree, cum laude, and his M.B.A. degree, with honors, from the University of Toledo. He also holds an L.L.M. degree in taxation from Wayne State University. Mr. Ribovich is a member of the Toledo Bar Association and Ohio State Bar Association.

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