People don't like to contemplate their own deaths, but they do need to consider what will happen to their assets when they die. Tax issues, living trusts, and a wide range of other planning documents make the process even more complicated. But you can give your clients peace of mind by creating effective wills and trusts that carry out all of their wishes.

Order today to learn the fundamentals of preparing estate planning documents, including wills and trusts. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Tackle the ethical issues related to estate planning, both from the attorney's perspective and from that of the client who must consider the impact of Medicaid on their estate plan. Have the skills and information you need right at your fingertips!

1. Fundamental Principles of Will Drafting
2. Using Living Trusts and Powers of Attorney as Estate Planning Tools
3. Basic Tax Considerations - What You Need to Know in Order to Choose the Appropriate Plan
4. Ethics and Estate Planning
5. The Impact Of Medicaid On The Planning Process

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

* denotes specialty credits

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:30, Lillian M. Lloyd
   1. Selecting the Vehicle - Initial Advice to the Client
   2. Checklist for Gathering Client Information
   3. The Statutory ABCs: What is Required?
   4. Methods of Designating Fiduciaries
   5. Disinheritance and No Contest Clauses - Will They Stand?
   6. Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special Needs
   7. Building Flexibility Into the Plan - Checklist of Special Provisions
   8. Practical Pointers With Sample Forms
   9. Developing a Document Preparation System
2. USING LIVING TRUSTS AND POWERS OF ATTORNEY AS ESTATE PLANNING TOOLS
   10:45 - 11:45, Drew P. Kaplan
   1. Common Elements in Trust Agreements
   2. The Revocable Living Trust - Why You Should Use It
   3. Disadvantages of Revocable Living Trusts
   4. Sample Pour-Over Will and Living Trust Agreements
   5. Durable Powers of Attorney
3. BASIC TAX CONSIDERATIONS - WHAT YOU NEED TO KNOW IN ORDER TO CHOOSE THE APPROPRIATE PLAN
   12:45 - 2:10, Drew P. Kaplan
   1. Tax Considerations of Drafting Living or Testamentary Trusts
   2. Marital Deduction Planning - Qualifications and Basic Formula Approaches
   3. Estate and Gift Taxes
   4. Generation-Skipping Transfer Taxes
   5. Income Tax - Ramifications of Trusts
4. ETHICS AND ESTATE PLANNING
   2:10 - 3:10, Matthew J. Leonard
   1. Selected Ethical Rules Affecting the Estate Planner
   2. Who's Your Client? Conflict of Interest
   3. Competency - A Word to the Wise
   4. Practice Before the IRS
   5. Attorney Fees
5. THE IMPACT OF MEDICAID ON THE PLANNING PROCESS
   3:25 - 4:30, Matthew J. Leonard

DREW P. KAPLAN is a partner in the law firm of Chace Ruttenberg & Freedman, LLP. He has been practicing law for more than 30 years and currently practices in the areas of federal taxation, general business, corporate law, low income housing tax credits and estate planning. Mr. Kaplan earned his B.A. degree, cum laude, from Wesleyan University and his J.D. degree from Boston University Law School. He was an instructor at the Bryant College Graduate Tax Program and is a member of the Rhode Island Bar Association.

MATTHEW J. LEONARD is an attorney in the Providence law firm of Salter McGowan Sylvia & Leonard, Inc. Mr. Leonard practices in the areas of estate planning and asset protection planning, Medicaid planning, real estate, probate administration and related litigation. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar. Mr. Leonard has lectured on "Drafting Revocable Trusts", "Asset Protection Planning Strategies" and "Buying or Selling a Business." He is the president of the Providence College Alumni Association and a principal owner of a title insurance agency. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University School of Law.

LILLIAN M. LLOYD is an attorney in the Providence law firm of Visconti & Boren, Ltd. She concentrates her practice in the areas of estate and tax planning, business planning, asset protection, elder law, disability planning and probate practice. Ms. Lloyd is admitted to practice in Rhode Island and Massachusetts. She is a frequent lecturer on estate planning, elder law and Medicaid for National Business Institute and Educational Services, Inc. Ms. Lloyd has been a featured speaker at the Rhode Island Bar's annual meeting. She has been published in the Rhode Island Bar Journal. Ms. Lloyd earned her B.A. degree, magna cum laude, and her M.A. and C.A.G.S. degrees from Rhode Island College, her J.D. degree, cum laude, from Suffolk University, and her M.S. degree from Bryant College. She is a member of the Rhode Island (member, sections on Probate and Trust) and American bar associations. Ms. Lloyd also is a member of the MA Chapter of the National Association of Elder Law Attorneys.

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