This comprehensive legal guide reviews the key tasks and challenges of the estate planning attorney and offers you experienced attorney speakers' techniques for tailoring the specific plans to each client's unique family dynamics. Gain greater mastery of the fundamental tools of estate planning practice – order today!

MORNING SESSION: PLANNING FOR MARRIED, REMARRIED AND WIDOWED CLIENTS

• Client Intake and Elder Care Planning
• Wills
• Key Trust Provisions You Must Know
• Tax Planning

AFTERNOON SESSION: PLANNING FOR UNMARRIED COUPLES AND SINGLE CLIENTS

• Basic Testamentary Issues
• Trusts
• Ethics
• Tax Planning

Continuing Education Credits:   

* denotes specialty credits

MORNING SESSION: PLANNING FOR MARRIED, REMARRIED AND WIDOWED CLIENTS

• Client Intake and Elder Care Planning
  9:00 - 10:00, Ariane H. Dansie
  • Goals and Needs
  • Funding Long-Term Care
  • Medicaid Planning
  • Advance Medical Directives and End of Life Decisions
• Wills
  10:15 - 10:45, Ariane H. Dansie
  • What Happens in the Intestate Estate Administration
  • Beneficiary Designations
  • Key Elements of a Simple Will (specific, general, residuary dispositions)
  • In-Terrorem No-Contest Clauses
• Key Trust Provisions You Must Know
  10:45 - 11:30, Ariane H. Dansie
  • Types and Functions of Trusts
  • Funding Trusts
  • Trustees: Designation, Removal, Powers, Duties
  • Review and Analysis of Sample Trust Provisions
• Tax Planning
  11:30 - 12:00, Gregg D. Stephenson
  • TRA 2010 and Portability
  • State Death Tax Planning
  • Income Tax Planning
  • Sample Tax Planning Trust Language

AFTERNOON SESSION: PLANNING FOR UNMARRIED COUPLES AND SINGLE CLIENTS

• Basic Testamentary Issues
  1:00 - 1:45, Robert S. Tippett
  • What Happens in the Intestate Estate
  • Beneficiary Designations
  • Forms of Property Ownership and Appropriate Transfer Techniques
• Trusts
  2:00 - 3:00, Robert S. Tippett
  • Types and Functions of Trusts
  • Trustees: Designation, Removal, Powers, Duties
  • Key Provisions You Must Know and Use
  • Funding Trusts
  • Review and Analysis of Sample Trust Provisions
• Ethics
  3:00 - 4:00, Robert S. Tippett
  • Applying Rules of Professional Conduct in Estate Planning Practice
  • Who Is Your Client?
  • How to Avoid Fraudulent Transfers
  • Dealing with Clients' Diminishing Mental Incapacity
• Tax Planning
  4:00 - 4:30, Gregg D. Stephenson
  • Income Tax Planning
  • State Death Tax Planning
  • Sample Tax Planning Trust Language

ARIANE H. DANSIE is an attorney with the law firm Durham Jones & Pinegar, PC. Her main areas of focus are advising clients on estate planning matters, including asset protection, charitable giving, and business succession. Ms. Dansie also assists individuals and closely held businesses on entity formation and tax matters. She has lectured on estate planning topics, such as asset protection planning for medical professionals and effective integration of retirement and estate planning. Ms. Dansie is admitted to practice in Utah and all the federal courts in Utah. She earned her B.A. degree from Brigham Young University and her J.D. degree from the University of Utah, S. J. Quinney College of Law.

GREGG D. STEPHENSON is a shareholder with Ray Quinney & Nebeker P.C., where his practice focuses on estate planning for executives, professionals and high-net worth individuals and families with an emphasis on structuring estate plans and transactions to achieve clients' goals in a tax efficient manner. He works regularly on resolving estate tax, gift tax, generation-skipping transfer tax and income tax issues. Mr. Stephenson's tax practice also encompasses tax planning for business transactions. He also provides probate and trust administration services. In assisting his clients, Mr. Stephenson regularly prepares new trusts and wills and updates existing estate planning documents. He also has experience preparing irrevocable life insurance trusts and charitable trusts. Mr. Stephenson also represents clients in probate proceedings and assists clients in the administration of trusts. He has been selected for inclusion in Mountain States Super Lawyers-Rising Stars in the category of estate planning and probate law. Mr. Stephenson earned his B.A. degree from Weber State University and his J.D. degree, magna cum laude, from the University of Notre Dame.

ROBERT S. TIPPETT is of counsel at Bennett Tueller Johnson & Deere in Salt Lake City. His practice focuses on estate planning, trust administration, estate and gift taxation, probate and conservatorships. He holds a B.A. degree from Yale University and a J.D. degree from the University of Michigan. Mr. Tippett teaches the Wills & Estates Course as an adjunct professor at BYU Law School, and is the author of The Utah Law of Trusts & Estates, an online legal reference treatise available at www.utahtrustsandestates.com.

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