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Live Seminar

Estate Planning: Top 7 Tools to Know

Seminar

Date:

Monday, August 27, 2018

Time:

8:30 AM - 4:40 PM

Product ID#:

79804ER

Location:

Embassy Suites Syracuse

6646 Old Collamer Road South

East Syracuse, NY 13057

$349.00

$339 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • CT CLE - 6.50
  • NJ CLE - 8.00
  • NY CLE - 8.00
  • PA CLE - 6.50

CPE for Accountants

  • Continuing Professional Education for Accountants - 8.00
  • CPE for Accountants/NASBA - 8.00

Other

  • Financial Planners - 8.00
  • IACET - 0.70
  • PACE - 8.00

Program Description

Strategically Use the Top Estate Planning Tools

The estate planning process is often charged with emotion and filled with legal confusion for clients. Attorneys not only need in-depth familiarity with the top estate planning tools, but also need to know how to strategically use them to their best effect if they want to build their reputations as go-to practitioners. In this comprehensive overview of top estate planning tools, our experienced faculty will go over how to strategically use wills, trusts, advanced directives and more. No matter if you are new to the estate planning arena or are an experienced practitioner in need of a refresher, you are sure to take away valuable techniques you can use to provide maximum benefit to your clients - register today!

  • Create wills that prevent future conflict and confusion.
  • Ensure you are using the right trust structure when setting up revocable living trusts.
  • Structure intentionally defective grantor trusts to avoid critical problems.
  • Make sense of IRS rules regarding retirement benefit planning.
  • Take advantage of portability, step-up basis and other essential tax minimization tactics.
  • Preserve access to public benefits when creating special needs trusts.
  • Make sure healthcare wishes are clearly stated in advance medical directives.

Who Should Attend

This basic-to-intermediate level seminar offers an overview of the best practices in estate planning and will benefit:

  • Attorneys
  • Financial Planners
  • Accountants and CPAs
  • Trust Officers
  • Paralegals

Course Content

  1. Will Strategies to Prevent Conflict and Confusion
  2. Revocable Living Trust Tactics
  3. Grantor Trust Structuring Tips: Tax Savings and Problem Avoidance
  4. Retirement Benefit Planning Techniques
  5. Tax Minimization Tactics: Portability, Step-Up Basis and More
  6. Special Needs Trusts (SNTs) and ABLE Account Strategies
  7. Advance Directive Tips: Making Healthcare Wishes Explicit
  8. Ethical Considerations

Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 6.50 -  CT*
CLE 8.00 -  NJ*
CLE 8.00 -  NY*
CLE 6.50 -  PA*

Continuing Professional Education for Accountants – CPE for Accountants: 8.00

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

Professional Achievement in Continuing Education – PACE: 8.00


* denotes specialty credits

Agenda / Content Covered

  1. Will Strategies to Prevent Conflict and Confusion
    8:30 - 9:15, Robert F. Baldwin Jr.
    1. Distribution of Assets
    2. Disinheriting Individuals
    3. No Contest Clauses
    4. Avoiding Mistakes That Invalidate Wills
  2. Revocable Living Trust Tactics
    9:15 - 10:05, Paul F. Iaconis
    1. Choosing the Right Trust Structure
    2. Asset Protection
    3. Beneficiary Protection
    4. Minimizing Estate Taxes
    5. Pour-Over Wills
  3. Grantor Trust Structuring Tips: Tax Savings and Problem Avoidance
    10:20 - 11:05, Paul F. Iaconis
    1. Intentionally Defective Grantor Trusts (IDGTs)
    2. Grantor-Retained Interest Trusts: GRATs, GRITs and GRUTs
    3. Qualified Personal Residence Trusts (QPRTs)
  4. Retirement Benefit Planning Techniques
    11:05 - 11:50, Robert F. Baldwin Jr.
    1. Understanding IRS Rules
    2. Beneficiary Designations
    3. Tax Apportionment Clauses and Retirement Benefits
    4. Drafting IRA Trusts
  5. Tax Minimization Tactics: Portability, Step-Up Basis and More
    12:50 - 1:50, Kenneth F. Hunt
    1. Federal Tax Planning
    2. State Tax Planning
    3. Portability Essentials
    4. Step-Up Basis Must-Haves
    5. Credit Shelter Trusts
  6. Special Needs Trusts (SNTs) and ABLE Account Strategies
    1:50 - 2:40, Shane M. McCrohan
    1. Choosing the Right Vehicle
    2. Preserving Access to Public Benefits
    3. Essential Wording in Light of Restrictions
    4. Able Accounts vs. SNTs: When to Use
    5. ABLE Account Updates: What You Need to Know
  7. Advance Directive Tips: Making Healthcare Wishes Explicit
    2:55 - 3:40, Shane M. McCrohan
    1. Living Wills
    2. Medical Powers of Attorney
    3. Do Not Resuscitate (DNR) Orders, Do Not Intubate (DNI) Orders, etc.
    4. HIPAA Issues
  8. Ethical Considerations
    3:40 - 4:40, David A. Contiguglia
    1. Who is Your Client?
    2. Attorney Fees and Engagement Agreements
    3. Protecting Confidentiality in Storing Client Files and Electronic Communications
    4. Preventing Fiduciary Misconduct

ROBERT F. BALDWIN JR. is a partner in Baldwin & Sutphen, LLP, of Syracuse, New York. He concentrates his practice on estate planning and administration, charitable tax planning, and related matters. Mr. Baldwin was formerly an adjunct professor of law at Syracuse University College of Law, where he lectured on estate planning and related issues. He is an active member of the New York State Bar Association and the American Bar Association, and is a fellow of the American College of Trust and Estate Counsel, where he is a past state chair and chair of the Committee on Employee Benefits in Estate Planning. Mr. Baldwin is a past president of the National Association of Estate Planners & Councils. He has been a frequent lecturer on and has authored various programs relating to estate planning, administration and employee benefit matters. Mr. Baldwin earned his undergraduate degree and his law degree from Syracuse University.

DAVID A. CONTIGUGLIA is a member with Contiguglia Law Offices LLP, where he practices in the areas of real estate, estate administration, estate planning, elder law, and collections. Mr. Contiguglia is admitted to practice in New York. He is a member of the New York State Bar Association and the Cayuga County Bar Association. Mr. Contiguglia earned his A.B. degree from Cornell University and J.D. degree from Albany Law School of Union University.

KENNETH F. HUNT is an attorney in the private clients group of Nixon Peabody LLP. He represents settlers, beneficiaries, families, and corporate and individual trustees and executors with respect to estate planning and estate and trust administration matters. Mr. Hunt designs and implements plans for individuals and families with diverse estate planning objectives, including drafting wills, revocable trusts, charitable trusts, irrevocable gift trusts, and irrevocable life insurance trusts. He is admitted to practice in Delaware, Massachusetts, and New York. Mr. Hunt earned his B.A. degree, magna cum laude, from Providence College; his J.D. degree, magna cum laude, from Syracuse University School of Law; and his LL.M. degree in taxation from New York University School of Law.

PAUL F. IACONIS is of counsel with Meggesto, Crossett & Valerino, LLP. Mr. Iaconis has extensive trial practice in criminal, matrimonial, disability, and personal injury litigation. His areas of particular emphasis are workers' compensation law, Social Security disability law, wills, trusts, decedents estates, and real estate purchases/sales. Mr. Iaconis has drafted hundreds of wills, numerous sales and purchases of personal homes, and assisted families in the probate/administration of decedents estates. He has also drafted numerous local laws, municipal resolutions, overseen bond issues for civil improvements, and acted as advisor and legal counsel for municipal officials. Mr. Iaconis is a member of the Madison County Bar Association and the New York State Bar Association (Family Court, and General Practice sections), and is a retired Major from the U.S. Army. He earned his B.A. degree, cum laude, at the St. Bonaventure University and his J.D. degree from Syracuse University College of Law.

SHANE M. McCROHAN is an attorney in the estate planning and trust and estate administration practice groups of Scolaro Shulman Cohen Fetter & Burstein. His practice is focused in the areas of estate planning, trust and estate administration, and business and tax planning for individuals and professionals. Mr. McCrohan also concentrates his practice in elder law and assisting individuals with long-term care planning. In addition, he is a professional certified financial planner and worked in the Boston area as a financial planner for five years. Mr. McCrohan is a member of the Massachusetts and New York State bar associations. He earned his J.D. degree, cum laude, from Suffolk University Law School in Boston, Massachusetts.

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

Accreditation Details:

Continuing Legal Education

CT CLE: 6.50 Includes - Ethics: 1.00
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.50 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.


NJ CLE: 8.00 Includes - Ethics: 1.20
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 8.0 hours of total CLE credit. Of these, 1.20 qualify as hours of credit for ethics/professionalism.


NY CLE: 8.00 Includes - Areas of Professional Practice: 7.00, Ethics: 1.00
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 8.0 credit hours. 7.0 hours can be applied to the areas of professional practice requirement and 1.0 hour can be applied toward the ethics and professionalism requirement. This live format program is appropriate for newly admitted and experienced attorneys.


PA CLE: 6.50 Includes - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.50 hours, including 5.50 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.


Continuing Professional Education for Accountants

NY CPE: 8.00
National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 8.0 hours of CPE credit for accountants (Sponsor License # 000232).

This is a Basic to Intermediate level program presented in a group live setting. Accountants should have a basic understanding of estate planning. Upon completion of this course, attendee will be able to: 1. Identify two will strategies to prevent conflict and confusion. 2. Describe two revocable living trust tactics. 3. State two grantor trust structuring tips. 4. Describe retirement benefit planning techniques. 5. Identify two tax minimization tactics. 6. Describe special needs trust or ABLE account strategies. 7. State two advance directive tips. 8. State two ethical considerations for attorneys.

Financial Planners

N CF: 8.00
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 8.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Upon completion of this course, attendee will be able to: 1. Identify two will strategies to prevent conflict and confusion. 2. Describe two revocable living trust tactics. 3. State two grantor trust structuring tips. 4. Describe retirement benefit planning techniques. 5. Identify two tax minimization tactics. 6. Describe special needs trust or ABLE account strategies. 7. State two advance directive tips. 8. State two ethical considerations for attorneys.

International Association for Continuing Education Training

Credit Logo
N IACET: 0.70
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 0.70 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)

Upon completion of this course, attendee will be able to: 1. Identify two will strategies to prevent conflict and confusion. 2. Describe two revocable living trust tactics. 3. State two grantor trust structuring tips. 4. Describe retirement benefit planning techniques. 5. Identify two tax minimization tactics. 6. Describe special needs trust or ABLE account strategies. 7. State two advance directive tips. 8. State two ethical considerations for attorneys.

National Association of State Boards of Accountancy

Credit Logo
N NAS: 8.00 Includes - Regulatory Ethics: 1.00, Specialized Knowledge: 6.00, Taxes: 1.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 8.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.

This is a Basic to Intermediate level program presented in a group live setting. Accountants should have a basic understanding of estate planning. Upon completion of this course, attendee will be able to: 1. Identify two will strategies to prevent conflict and confusion. 2. Describe two revocable living trust tactics. 3. State two grantor trust structuring tips. 4. Describe retirement benefit planning techniques. 5. Identify two tax minimization tactics. 6. Describe special needs trust or ABLE account strategies. 7. State two advance directive tips. 8. State two ethical considerations for attorneys. Field(s) of Study -- Regulatory Ethics; Taxes; Specialized Knowledge.

Professional Achievement in Continuing Education

N PACE: 8.00
This seminar qualifies for 8.0 PACE (Professional Achievement in Continuing Education) credit hours for ChFC.


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Mail: NBI
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