Audio CD + Course Book

Estate Planning from A to Z

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:


Audio + Course Book

Credit Information

Continuing Legal Education

  • CA CLE - 12.00
From Event: Estate Planning from A to Z, held December 2017.

Program Description

Do you have all the knowledge and skills you need to draft tailored testamentary documents and minimize tax burdens for each of your clients? This comprehensive course will become your ultimate guide to estate planning. From client intake through tax planning and business succession strategies, you will receive tips, sample forms and answers to your most pressing questions to help you excel. Get the latest knowledge on effective will and trust planning techniques - order today!

Course Content


  1. Client Screening and Intake
  2. Key Elements of Effective Wills
  3. Basic Tax Planning
  4. Documenting Long-Term Care, Incapacity and End-of-Life Decisions
  5. Planning for Unmarried and Remarried Couples
  6. Business Succession Planning


  1. Trusts 101
  2. Who is the Fiduciary?
  3. Revocable Living Trusts
  4. Trusts Used for Tax Reduction - Drafting Tips and Samples
  5. Grantor Trusts
  6. Ethical Considerations

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 CA - Credit Approval Expiration 12/12/2019 *

* denotes specialty credits

Agenda / Content Covered


    9:00 - 10:00, Vincent M. Casiano
    1. Clarifying Goals and Forecasting Needs
    2. Assessing Current and Future Assets and Debts
    3. Dealing with Family Dynamics: Past, Present and Future
    4. What to Look for in Reviewing Existing Estate Plans
    5. Sample Info Gathering Forms and Checklists
    6. Determining Your Overall Estate Plan Strategy
      1. for an Estate Not Subject to Estate Tax
      2. for an Estate Potentially Subject to Estate Tax
      3. for an Estate Subject to Estate Tax
    10:15 - 11:15, Ashley E. Teague
    1. Establishing Statutory Framework
    2. Types of Wills
    3. Testator's Competency - Verifying and Documenting
    4. Beneficiary Designations and Distributions in Retirement Plans and Life Insurance
    5. Titling Assets
    6. Sample Will Provisions
    7. Updating Will Documents
    11:15 - 12:15, DeEtte L. Loeffler
    1. Estate Tax Update
    2. Step-up Basis of Various Assets
    3. Gift Tax and Exclusions
    4. Generation-Skipping Transfer Tax
    5. Planning for the Final Income Tax Return
    6. Trust Taxation Basics
    7. Disclaimer Trusts
    8. Crummey Powers and the IRS
    9. Typical Creditors and How to Deal with Them
    10. Simple Tips for Minimizing Tax Burden
    11. Tax Treatment of Trusts
    1:15 - 2:15, Vincent M. Casiano
    1. Medicaid Planning Overview
    2. Long-Term Care Options and Planning in a Nutshell
    3. Special Needs Trusts
    4. Advance Medical Directives
    5. Powers of Attorney
    6. DNR Orders and Organ Donation Considerations
    2:15 - 3:15, Vincent M. Casiano
    1. Pre- and Post-Marital Agreements
    2. Planning for Children from Previous Marriage(s)
    3:30 - 4:30, Ashley E. Teague
    1. When the Business is Transferred to the Beneficiary in Full
    2. Buy-Sell Agreement Basics
    3. Business Structure Conversion
    4. Minimizing Tax Burden in Transferring Ownership
    5. Business Valuation and Sale


  1. TRUSTS 101
    9:00 - 10:00, Vincent M. Casiano
    1. Types, Goals and Functions of Trusts
    2. Major Laws Governing Trust Creation and Administration
    3. Who are the Main Parties? Their Duties and Responsibilities to a Trust
    4. Revocable vs. Irrevocable
    5. Choosing Trust Situs
    6. Trust Funding Basics
    10:15 - 11:15, David V. Humphrey Jr.
    1. Personal Representatives and Trust Officers: Powers and Duties
    2. Helping Clients Pick the Fiduciary(ies)
    3. Your Contact with the Personal Representative
    4. Trust Protectors and Advisers
    5. Fiduciary Liability
    11:15 - 12:15, David V. Humphrey Jr.
    1. Traditional Estate Planning vs. Revocable Trust Planning
    2. Credit Shelter Trusts
    3. Marital Deduction Trusts
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Drafting Tips and Samples
    6. Common Mistakes to Avoid
    1:15 - 2:15, Stuart Schechter
    1. Irrevocable Life Insurance Trusts (ILITs)
    2. Charitable Remainder Trusts
    3. Qualified Domestic Trusts
    4. Qualified Personal Residence Trusts (QPRTs)
    5. Defective Trusts
    6. Education Trusts for Children and Grandchildren
    7. Generation Skipping Trusts
    2:15 - 3:15, Stuart Schechter
    1. Intentionally Defective Grantor Trusts (IDGTs)
    2. Drafting Tips and Samples
    3. Taxation Considerations - When to File the Return?
    4. Administrative Power
    3:30 - 4:30, Stuart Schechter
    1. Defining Who Your Client is from the Start
    2. Handling Clients with Diminishing Mental Capacity
    3. Lawyers Acting as Fiduciaries
    4. Estate Status Updates for Clients - Why it Pays Off and How to do it Efficiently
    5. Practicing Before the IRS
    6. Getting Paid: Billable/Non-Billable Hour and Retainer Agreements
    7. Preventing Unauthorized Practice of Law by Legal Staff

VINCENT M. CASIANO is the founder of The Casiano Law Firm and the San Diego Elder Law and Estate Planning Firm, where his main areas of practice focus on preserving wealth for families of modest means to those that have accumulated sizable estates. He splits his practice between transactional work in the areas of estate planning, Medi-Cal planning, exit planning strategies for business owners, and probate and trust administration with a litigation practice dedicated to trust and estate disputes, contested conservatorships and elder abuse. Mr. Casiano is a frequent lecturer to professional and laypersons in the practice areas he focuses upon. He is a founding member of the WealthCounsel’s Advisor Forum, a charter member of the Academy of Special Needs Trust Planners, a member of the National Academy of Elder Law Attorneys, and is chair of the Affinity Benefits Committee. He is the former chair of the San Diego County Bar Association’s Elder Law Section, a past fellow of the ABA’s Real Property, Probate and Trust Section and the estate planning chair for the ABA’s General Practice Solo Section. Mr. Casiano earned his B.S. degree from the State University of New York Maritime College at Fort Schuyler and his J.D. degree from the University of California Hastings College of the Law.

DAVID V. HUMPHREY JR. is a partner in the Rancho Mirage firm of Cosgrove, Cosgrove & Humphrey, Attorneys at Law. He is a certified specialist in estate planning, trust & probate law by the State Bar of California Board of Legal Specialization. Mr. Humphrey is a member of the Desert Bar Association and is the current president of the Desert Estate Planning Council. He earned his B.A. degree from the University of Southern California and his J.D. degree from Suffolk University Law School. Mr. Humphrey is licensed to practice in the Northern, Southern, Eastern and Western federal districts of California and the State of California superior courts.

DeETTE L. LOEFFLER is a partner in the San Diego law firm of Miller, Monson, Peshel, Polecek & Hoshaw. Ms. Loeffler’s practice includes assisting individuals and businesses to minimize a variety of taxes, including income, property, estate, gift and generation skipping taxes; preparing estate and gift tax returns; and preparing premarital plans to minimize disputes, and estate plans to simplify transfers on incapacity/death. She also provides charitable planning, including establishing charitable trusts, and does some special needs planning. In addition to planning, Ms. Loeffler handles trust administrations and probates, and assists professional and business owner clients with entity formation and maintenance. Ms. Loeffler previously served as a Judge Advocate in the United States Army Reserve; she retired in 2014 after 24 years in that role. She is admitted to practice in the state of California. Ms. Loeffler is a member of the Trusts and Estates, and Taxation sections of the State Bar of California; the Taxation and the Real Property, Trust & Estate Law sections of the American Bar Association; Trust and Estates, Taxation and Elder Law sections of the San Diego County Bar Association; the Probate Attorneys of San Diego, the San Diego Lawyer's Club, the Estate Planning Group Network, ProVisors, Strategic Trusted Advisors Roundtable (STAR); and the downtown San Diego Lions Club. Ms. Loeffler earned her B.A. degree from the University of Washington; her J.D. degree, cum laude, from Pepperdine University School of Law; and her LL.M. degree in taxation, summa cum laude, from the University of San Diego.

STUART SCHECHTER is a sole practitioner in San Diego, California. He has been an attorney for more than 30 years and focuses his practice on estate planning, probate and business law. Mr. Schechter previously wrote columns for the Trial Bar News. He is a member of the State Bar of California. Mr. Schechter earned his B.A. degree, magna cum laude, from San Diego State University and his J.D. degree from the University of San Diego.

ASHLEY E. TEAGUE is the owner and principal attorney at Teague Law in San Diego. Ms. Teague focuses her practice in the areas of estate planning, estate administration, trust administration and probate. She also recently passed the exam to become a California certified specialist in estate planning, trust and probate law. Ms. Teague is licensed to practice in California and Texas; and is a member of the Trusts & Estates Section of the State Bar of California; and a member of the Real Estate, Probate, and Trust Law Section of the State Bar of Texas. She earned her B.S. degree in public relations, with honors, from the University of Texas at Austin and her J.D. degree from the University of San Diego School of Law.

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Accreditation Details:

Continuing Legal Education

CA CLE: 12.00 Credit Approval Exp
Includes - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 12.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics self-study credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

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