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. Charitable Planning
5. Considerations in Planning for Incapacity
6. Ethical Issues in Estate Planning

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 - 10:00, Paul J. Gitnik
   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 - 10:45, Paul J. Gitnik
   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, John W. Giltinan
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CHARITABLE PLANNING
   1:00 - 2:15, John W. Giltinan
   1. Overview of the Wealth Transfer Charitable Tax Deduction
   2. Considerations in Assets to Donate
   3. Charitable Lead Trusts
   4. Charitable Remainder Trusts
5. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   2:15 - 3:30, Rebecca A. Bowman
   1. Financial and Medical Powers of Attorney
   2. Living Wills and Health Care Instructions
   3. Asset Protection Trusts
   4. Advising the Dying Client
6. ETHICAL ISSUES IN ESTATE PLANNING
   3:30 - 4:30, Rebecca A. Bowman
   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

REBECCA A. BOWMAN is the principal of a certified woman-owned business in estate planning, civil engineering, dispute resolution, real estate, legal services, strategic development, and training by Allegheny County, PennDOT, PADGS, PAT, Massachusetts, New York State and New Jersey Transit. Ms. Bowman is experienced in real estate planning and administration, nonprofit support, guardianship and conservatorship, engineering design and forensic analysis, construction/project management, dispute resolution, real estate, small business start-up and employment law. She is a registered professional engineer and a certified arbitrator, mediator and Christian conciliator. Ms. Bowman writes a column for the PE Reporter, "Risky Business," and is an adjunct professor at the Community College of Allegheny County, where she teaches small business startups, and at Penn State, where she teaches CPA education seminars. She is involved with the National Society of Professional Engineers, the American Arbitration Association, the Institute for Christian Conciliation, the National Association of Securities Dealers and the American Bar Association. She earned her B.S. degree from the University of North Dakota, her M.B.A. degree from Oklahoma University and her J.D. degree from Duquesne University.

JOHN W. GILTINAN is of counsel at John W. Giltinan, Esq., P.C. in Pittsburgh. Mr. Giltinan has been an attorney for over 35 years and practices in the areas of small business planning and succession, estate planning and estate administration. He is a former adjunct professor of taxation at LaRoche College and has lectured to various professional groups on areas related to his practice. Mr. Giltinan is a member of WealthCounsel, Advisors Forum, Elder Counsel, and the American, Pennsylvania and Allegheny bar associations. He earned his B.A. degree from the University of Pittsburgh and his J.D. degree from Duquesne University.

PAUL J. GITNIK is of counsel at Keevican Weiss Bauerle & Hirsch LLC, which has a concentrated focus on estate planning and administration, business law, real estate, non-profit, municipal, and tax law. He earned his B.A. degree, cum laude, and his J.D. degree from Duquesne University. He earned his LL.M. degree from the Georgetown Law Center. Mr. Gitnik is on the adjunct faculty of the Duquesne University School of Law, where he teaches Business Planning, and Mercyhurst College, where he taught Estate Planning. Mr. Gitnik is a frequent lecturer on health payor subrogation, estate planning and choice of business entities for various Pennsylvania bar and trial lawyer associations, national educational services and national subrogation associations.

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