Drafting Wills, Trusts, and Other Estate Planning Documents

Agenda / Content Covered

1. Capacity and Guardianship Documents (With Samples)
   10:00 - 10:30, Robin Boren-Coleman Sexton
2. Beneficiary Account Designations (With Samples)
   10:30 - 11:00, Robin Boren-Coleman Sexton
3. Financial POAs and Medical Decision-Making (With Samples)
   11:15 - 12:00, Robin Boren-Coleman Sexton
   1. Advance HealthCare Directives and Medical POAs
   2. Durable vs. Limited Powers of Attorney
   3. Caregiver Agreements
4. Drafting Wills (With Sample Language)
   12:30 - 1:15, Christopher L. Cauble
   1. Spousal Rights
   2. Beneficiary Provisions
   3. Executor Duties and Powers, Distributions Provisions
   4. Titling Assets
   5. Tax Clauses
   6. Dispute Resolution Provisions
   7. Will Execution Basics and New Trends
5. Essential Trust Provisions (With Samples)
   1:15 - 2:00, Christopher L. Cauble
   1. Choosing the Right Type of Trust
   2. Duties and Powers of Trustees
   3. Distributions Provisions
   4. Funding the Trust
   5. Special Use Provisions: Spendthrift, Conditional Clauses, Special Needs, IDGTs, etc.
6. Top Uses of LLCs in Estate Planning
   2:00 - 2:45, Christopher L. Cauble
   1. Investing in Real Estate
   2. Asset Protection
   3. Family Business Succession Planning
   4. Tax Benefits
   5. Sample OA Provisions Important to Estate Planning
7. Essential Tax Forms
   3:00 - 4:00, Christopher L. Cauble
   1. Gift Returns
   2. Income Tax Reporting
   3. Tax-Efficient Transfers
   4. Communicating with the IRS
8. The Legal Ethics Guide for Trusts and Estates Attorneys
   4:00 - 5:00, Christopher L. Cauble
   1. Who is Your Client? Conflicts of Interest and Confidentiality
   2. Clearly Defining Scope of Representation
   3. Attorney Fees and Client Trust Accounts
   4. Data Security and Estate Planning Documents
   5. Client Capacity Considerations
   6. Fiduciary Duties and Liability
   7. How to Address Client Complaints

Accreditation Details:

Robin Boren-Coleman Sexton is vice president and senior estate advisory specialist with Wells Fargo Wealth Management with over 25 years of experience. Ms. Boren-Coleman Sexton partners with high-net worth clients, internal wealth management specialists, and local professionals in the tax and legal communities to efficiently administer complex trusts and estates, and provide customized services to clients throughout Southern California. She earned her B.A. degree from American University and her J.D. degree from Thomas Jefferson School of Law.

Christopher L Cauble is a partner in the firm of Cauble & Whittington,LLP in Grants Pass practicing in the area of probate and trust litigation, including litigating claims; money that has been stolen by PR's or fiduciaries; defending or prosecuting will contests; and elder abuse litigation. He also deals with all estate and probate related tax issues. Mr. Cauble is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the 9th Circuit Court of Appeals and the United States Supreme Court. He earned his B.A. degree from Willamette University and his J.D. degree, cum laude, from Gonzaga University School of Law.