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

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 - 10:00, Drew P. Kaplan
   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 - 10:30 and 10:45 - 11:15, Drew P. Kaplan
   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
   11:15 - 12:15 and 1:15 - 2:15, Lori A. Carlino
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   2:15 - 2:45, Drew P. Kaplan
   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
   3:00 - 3:30, Drew P. Kaplan
   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, Drew P. Kaplan
   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

LORI A. CARLINO is a senior tax manager at Kahn, Litwin, Renza & Co., Ltd., specializing in high net worth individuals and family tax services. She joined the firm in 2008, bringing a solid background in all phases of tax planning and compliance. Ms. Carlino has more than 19 years of experience working with closely held businesses and their owners specializing in estate tax matters, tax return compliance, and a wide range of business and tax issues. She is treasurer of Camp Surefire Foundation. Ms. Carlino is a Certified Public Accountant in Rhode Island and is a member of the Rhode Island Society of Certified Public Accountants and American Institute of Certified Public Accountants. She earned her B.S. degree, summa cum laude, from University of Rhode Island.

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.

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