Agenda / Content Covered

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:15, Brian T. Treacy
   
   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
   10:30 - 11:45, Brian T. Treacy
   
   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. PLANNING METHODS TO CONTROL MEDICAL TREATMENT
   12:45 - 2:00, Thomas W. Winslow
   
   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
4. BASIC TAX CONSIDERATIONS - WHAT YOU NEED TO KNOW IN ORDER TO CHOOSE THE APPROPRIATE PLAN
   2:00 - 3:15, R. Michael Munden
   
   1. Tax Considerations of Drafting Living or Testamentary Trusts
   2. Estate and Gift Taxes
   3. Generation-Skipping Transfer Taxes
   4. Income Tax - Ramifications of Trusts
5. ETHICS AND ESTATE PLANNING
   3:30 - 4:30, R. Michael Munden
   
   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

Accreditation Details:

R. MICHAEL MUNDEN is a tax attorney who has been practicing in Myrtle Beach since 1978, and is the principal of R. Michael Munden, Esq., P.A. He also holds the CPA, ChFC and CLU designations. Mr. Munden is a frequent speaker on tax, estate planning, probate and retirement plan topics. He is a certified public accountant in South Carolina (not currently actively practicing). Mr. Munden is a member of the Horry County and American bar associations, and the American Institute of Certified Public Accountants. He is a lecturer at the Wall College of Business at Coastal Carolina University and past chair of the Coastal Planned Giving Advisory Council. He earned his B.S. and J.D. degrees from the University of South Carolina, and his ChFC and CLU degrees from American College.

BRIAN T. TREACY is the owner of the Elder Law & Estate Planning Center, Brian T. Treacy, Esq. He has been practicing law for more than 30 years and has dedicated the past 23 years to elder law and estate planning. His law practice is primarily devoted to addressing the aging and financial issues facing elder citizens, their families, and the disabled community. Mr. Treacy has extensive experience in helping seniors and the disabled maximize resources, retain their independence for as long as possible, and protect their assets as the aging process progresses. He is licensed to practice law in South Carolina and New Jersey, and is accredited by the Veteran's Administration. In addition to state and local bar associations, Mr. Treacy is a member of the South Carolina Chapter of the National Academy of Elder Law Attorneys' Elder Law Section. He earned his undergraduate degree from the University of Rhode Island and his J.D. degree from Tulane School of Law.

THOMAS W. WINSLOW is a founding partner of Goldfinch Winslow, LLC, in Murrells Inlet, South Carolina. He has vast experience with medical malpractice, personal injury, employment law, criminal matters, real estate, probate, homeowners associations, police and jail misconduct, maritime law, and products liability. Mr. Winslow is admitted to practice in South Carolina and Washington, D.C., and before the U.S. District Court for the District of South Carolina. He is a certified mediator with the state of South Carolina. Mr. Winslow earned his B.A. degree from the University of South Carolina, his J.D. degree from Loyola School of Law, and his LL.M. degree in maritime law from the Charleston School of Law.