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, medical decisions, and a wide range of 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, trusts, and ancillary documents such as powers of attorney. 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 make end-of-life medical decisions. 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. Planning Methods to Control Medical Treatment

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:30, Written by Joel D. Roettger and David B. Parsons.
   Presented by Joel D. Roettger, Stacy Ellison Roettger, and Donald J. Farinato in Knoxville, Joyce H. Sealand in Memphis, and David B. Parsons in Nashville.
   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 - 12:00, Written by Stacy Ellison Roettger and Paul S. Parker.
   Presented by Joel D. Roettger, Stacy Ellison Roettger, and Donald J. Farinato in Knoxville, Daniel C. Shumake in Memphis, and Paul S. Parker in Nashville.
   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
   1:00 - 2:15, Written by Stacy Ellison Roettger and Joyce H. Sealand.
   Presented by Joel D. Roettger, Stacy Ellison Roettger, and Donald J. Farinato in Knoxville, Joyce H. Sealand in Memphis, and David B. Parsons in Nashville.
   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
   2:15 - 3:15, Written by Donald J. Farinato.
   Presented by Joel D. Roettger, Stacy Ellison Roettger, and Donald J. Farinato in Knoxville, Daniel C. Shumake in Memphis, and Paul S. Parker in Nashville.
   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. PLANNING METHODS TO CONTROL MEDICAL TREATMENT
   3:30 - 4:30, Written by Donald J. Farinato and Christina Norris.
   Presented by Joel D. Roettger, Stacy Ellison Roettger, and Donald J. Farinato in Knoxville, Daniel C. Shumake in Memphis, and Christina Norris in Nashville.
   1. What a Living Will Can and Cannot Accomplish
   2. Picking Up Where a Living Will Ends - Durable Powers of Attorney for Health Care/Health Care Proxy
   3. Preserving Your Client's Dignity Through the Patient Self-Determination Act
   4. Anatomical Gifts - Making the Difficult Decisions During Life and Upon Death

DONALD J. FARINATO is an attorney with the Knoxville law firm of Holbrook, Peterson & Smith, PLLC, where he focuses his practice on trusts and estates, and business law. He is a member of the Knoxville, Massachusetts, New Hampshire, Tennessee and American bar associations, the U.S. Tax Court and the U.S. District Court for the Eastern District of Tennessee. Mr. Farinato earned his B.S. degree, cum laude, from the University of Massachusetts, and his J.D. and M.B.A. degrees from the University of Tennessee.

JOEL D. ROETTGER is an attorney in the law firm of Gentry, Tipton & McLemore, P.C., representing individuals and charities in the areas of estate planning, estate administration, taxation, business succession planning, tax-exemption issues and charitable giving. He earned his B.S. degree, summa cum laude, and his J.D. degree, cum laude, from The University of Tennessee at Knoxville, and his LL.M. from the University of Florida. Mr. Roettger has previous lecturing experience relating to his areas of practice. He is a member of the Knoxville and Tennessee bar associations, and the Knoxville Estate Planning Council.

STACY ELLISON ROETTGER is the vice president and manager of personal trusts for The Trust Company of Knoxville. She has previous lecturing experience relating to her areas of practice. Ms. Roettger is a member of the Knoxville and Tennessee bar associations, and the Knoxville Estate Planning Council. Ms. Roettger earned her B.A. degree, summa cum laude, and J.D. degree, cum laude, from The University of Tennessee at Knoxville, and her LL.M. degree from New York University.

JOYCE H. SEALAND is a partner in the Memphis law firm of Evans ¦ Petree PC, where she practices in estate and income tax planning and probate. She has been practicing law for 21 years, and frequently lectures for National Business Institute and other professional groups on probate, estate planning and trust issues. Ms. Sealand earned her B.B.A. and J.D. degrees from the University of Memphis. She is a member of the American, Tennessee and Memphis bar associations, the Association for Women Attorneys, the Estate Planning Council and the National Planned Giving Council.

DANIEL C. SHUMAKE is an attorney in Memphis with Williams, McDaniel, Wolfe & Womack. His areas of practice include estate planning, probate administration, guardianships and conservatorships, as well as probate litigation. Mr. Shumake also serves both divisions of Shelby County Probate Court as a Guardian Ad Litem appointee. He is licensed to practice in both Tennessee and Mississippi. Mr. Shumake is a frequent lecturer in the areas of probate administration and estate planning, and serves on the fee dispute committee of the Memphis Bar Association. He earned his B.B.A. degree from the University of Mississippi and his J.D. degree from Washington and Lee University School of Law. Mr. Shumake is a member of The Mississippi Bar, as well as the Memphis and Tennessee bar associations.

CHRISTINA NORRIS is a partner in the Nashville law firm of Norris & Norris PLC, where she practices in the areas of civil litigation, probate, Social Security disability and appellate practice. The firm also represents clients in the areas of nursing home negligence, serious personal injury and commercial litigation. Ms. Norris has more than 25 years of experience practicing law in middle Tennessee, and is a former legal writing instructor at Vanderbilt University Law School. She earned her B.A. degree, with honors, from the University of Michigan, her M.A. degree from Vanderbilt University and her J.D. degree from the University of Tennessee College of Law, where she was an editor on the Tennessee Law Review. Ms. Norris is a member of the National Academy of Elder Law Attorneys, the Nashville and Tennessee bar associations, the Nashville Bar Foundation and the Lawyers' Association for Women (founding member).

PAUL S. PARKER is a shareholder in the Nashville law firm of Dodson, Parker, Behm & Capparella, P.C., practicing in the areas of estate planning and probate, tax, small business and corporation law. Mr. Parker has been practicing law for 30 years, and has lectured for National Business Institute and other groups on matters related to choice of business entity, estate planning and probate. He co-wrote West's probate forms for their Tennessee Practice Legal Forms Book. Mr. Parker is a past treasurer for the Nashville Bar Association, and a member of the Tennessee Bar Association (Tax Section) and American Bar Association (Tax Section). He earned his B.A. degree, cum laude, from Cornell College and his J.D. degree from Vanderbilt University.

DAVID B. PARSONS is a partner with the law firm of Baker, Campbell & Parsons in Nashville, where his work includes tax planning (individual, corporate and estate) and business transactions, including mergers and acquisitions. Mr. Parsons is a frequent speaker for National Business Institute and other groups on tax topics, as well as estate planning issues. In addition to practicing law for more than 30 years, Mr. Parsons is a certified public accountant in the state of Tennessee. He earned his A.B. degree from Duke University and his J.D. degree from the University of Chicago. Mr. Parsons is a member of the Tennessee, Nashville and American bar associations, the District of Columbia Bar and the North Carolina State Bar.

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