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, Joyce H. Sealand
   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 - 11:00, James M. Hivner
   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, Olen M. Bailey Jr.
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:15 - 2:15, James M. Hivner
   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
   2:30 - 3:30, Olen M. Bailey Jr.
   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, Joyce H. Sealand
   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

OLEN M. BAILEY JR. is the founding member of The Bailey Law Firm, where he practices exclusively in the areas of estate planning, probate and elder law. He is a frequent lecturer and presenter on estate planning issues to attorneys, accountants, financial planners and to individuals in need of estate planning services. Mr. Bailey has previously lectured for National Business Institute on estate planning and elder law matters. He has written articles for, and his advice has appeared in, numerous periodicals, including the American Bar Association's Probate & Property Journal, The Commercial Appeal, the Memphis Business Journal and The Best Times (a senior newspaper). Mr. Bailey is admitted to practice in Mississippi and Tennessee and is a member of the National Academy of Elder Law Attorneys and the American Bar Association (Real Property, Probate & Trust Section). In 2001, he was included in the Memphis Business Journal's "Top 40 Under 40" for his community service and business development. Mr. Bailey earned his B.A. degree, with high honors, from Millsaps College and his J.D. degree from Vanderbilt University School of Law. He is an alumnus of the Institute for Comparative Political and Economic Systems at Georgetown University, in Washington D.C., and the London School of Economics in London, England.

JAMES M. HIVNER is an attorney in the Memphis law firm of Glankler Brown, PLLC, where he practices in the areas of estate planning, business, commercial law and taxation. Mr. Hivner has lectured previously for National Business Institute on limited liability companies, and estate and tax planning for qualified retirement plans and IRAs. He earned his B.S. degree from the University of Tennessee at Knoxville, and his J.D. and LL.M. degrees from the University of Alabama. Mr. Hivner is a member of the American (member, Tax Section), Tennessee and Alabama State bar associations, and the AICPA.

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.

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