Audio CD + Course Book

Estate Planning from A to Z

Audio CD + Course Book

Copyright Date:

April, 2018

Product ID#:


Audio + Course Book

Credit Information

Continuing Legal Education

  • NC CLE - 12.00
From Event: Estate Planning from A to Z, held April 2018.

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. Documenting Long-Term Care, Incapacity and End-of-Life Decisions
  4. Ethical Considerations
  5. Planning for Unmarried and Remarried Couples
  6. Basic Tax Planning


  1. Trusts 101
  2. Grantor Trusts
  3. Business Succession Planning
  4. Revocable Living Trusts
  5. Trusts Used for Tax Reduction - Drafting Tips and Samples

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 NC - Credit Approval Expiration 12/31/2019 *

* denotes specialty credits

Agenda / Content Covered


    9:00 - 10:10, James F. Morgan
    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
    10:25 - 11:30, James F. Morgan
    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
    11:30 - 12:30, David B. McLean
    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
    1:30 - 2:30, David B. McLean
    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. Getting Paid: Billable/Non-Billable Hour and Retainer Agreements
    6. Preventing Unauthorized Practice of Law by Legal Staff
    2:30 - 3:15, Sharon H. Lowe
    1. Pre- and Post-Marital Agreements
    2. Planning for Children From Previous Marriage(s)
    3:30 - 4:30, Sharon H. Lowe
    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. TRUSTS 101
    9:00 - 10:30, John R. Bennett III
    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
    7. Who is the Fiduciary
    10:45 - 11:30, John R. Bennett III
    1. Intentionally Defective Grantor Trusts (IDGTs)
    2. Drafting Tips and Samples
    3. Taxation Considerations - When to File the Return?
    4. Administrative Power
    12:30 - 1:45, Gregory M. Katzman
    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
    1:45 - 3:00, Gregory M. Katzman
    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
    3:15 - 4:30, Gregory M. Katzman
    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

JOHN R. BENNETT III is of counsel to Deal Law Group, PLLC, where he practices in the areas of business planning, estate planning, and elder law, including Medicaid cases, VA benefits, and long-term care. Mr. Bennett served as an adjunct professor at Wake Forest University School of Law, where he taught the estate planning course. He also served as an adjunct professor at Wake Forest University School of Accountancy, where he taught estate and gift tax in the Graduate Accounting Program. Mr. Bennett has been a presenter and course planner for numerous bar association courses, including the review course for lawyers seeking to be designated as a specialist in estate planning and probate law. He has served on the North Carolina Bar Association Continuing Education Committee for the Estate Planning Section. Mr. Bennett attended the University of Virginia Darden School of Business, where he earned a Master of Business Administration degree, as well as the University of the South where he earned his undergraduate degree in economics. He earned his Juris Doctorate degree from Wake Forest University School of Law. Shortly afterwards, he attended the Graduate Tax Program at the University of Florida School of Law where he earned his Masters of Laws in taxation.

GREGORY M. KATZMAN is an attorney at Shipman & Wright LLP. His practice areas include estate planning and administration, tax planning and defense, and business organization and management. He attended the University of Missouri at Columbia, graduating with a double major in journalism and political science. Mr. Katzman went to the University of Missouri at Kansas City for law school and stayed to obtain a Master of Laws (or LL.M.) degree in taxation. He serves on the board of the local Wilmington Rotary and also on the board of the New Hanover Bar.

SHARON H. LOWE is a partner at the law firm of Lowe & Williams, PLLC. She is a board-certified estate planning specialist. Ms. Lowe has 34 years of experience in estate planning, estate administration, and real estate. She is a member of the North Carolina Bar Association and the Surry County Bar Association. Ms. Lowe earned her B.A. degree from the University of North Carolina at Chapel Hill, and her J.D. and M.B.A. degrees from Wake Forest University.

DAVID B. McLEAN is a sole practitioner with the firm of David B. McLean, PLLC, where his main areas of practice are estate planning, guardianship, estate administration, Medicaid planning and applications, and elder law. Mr. McLean has established trusts for guardianship estates and provided counsel to trustees; served as counsel for petitioners and as guardian ad litem in numerous incompetence matters; crafted agreements among parties to incompetence matters to avoid or limit litigation; and lectured at the North Carolina Bar Association's Estate Administration CLE seminar on guardianship at the Practice Before the Clerk CLE, sponsored by Wake Forest University in March 2005. He earned his M.Divinity degree from Southern Baptist Theological Seminary, his B.A. degree from Furman University, and his J.D. degree from Wake Forest University School of Law. Mr. McLean is a member of the Guilford County, North Carolina (member, Elder Law and Estate Planning sections) and American bar associations; and the National Academy of Elder Law Attorneys (NAELA).

JAMES F. MORGAN is a member of Morgan, Herring, Morgan, Green & Rosenblutt, L.L.P. His areas of practice include personal injury, probate, wills, trials, zoning and governmental relations. Mr. Morgan is a member of the North Carolina Trial Lawyers Association and the North Carolina Counsel of Bar Presidents. His bar admissions include North Carolina and the U.S. District Court, Middle District of North Carolina. He earned his B.A. degree from Guilford College and his J.D. degree from Cumberland School of Law, Samford University, in Birmingham, Alabama.

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


Accreditation Details:

Continuing Legal Education

NC CLE: 12.00 Credit Approval Exp
Includes - Estate Planning and Probate Law: 12.00, Ethics: 1.00
NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program may qualify for up to 12.0 hours of online CLE credit, including 1.0 ethics. No more than 6.0 hours of online CLE credit may be earned during a reporting period. This program qualifies for Estate Planning and Probate Law specialization certification credit.

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How To Order

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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702