Audio CD + Course Book

Estate Planning from Start to Finish

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

78043CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • ID CLE - 6.00
From Event: Estate Planning from Start to Finish, held December 2017.

Program Description

Are you well-versed in the nuts and bolts of estate planning? This essential guide will walk you through how to effectively navigate through the client intake and screening process, review basic wills and trusts, explore tax basics and their impact on the client. Don't miss this chance to build your estate planning skills and protect your client's interests - order today!

Course Content

  1. Client Intake and Screening: Gathering Important Information
  2. Effective Wills: Addressing Key Aspects of the Estate
  3. Trusts: Types, Functions and Goals
  4. Taxes : Handling the Basics
  5. Working with the Personal Representative or Trust Officer
  6. Ethical Considerations in Estate Planning

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 ID - Credit Approval Expiration 12/18/2019 *


* denotes specialty credits

Agenda / Content Covered

  1. Client Intake and Screening: Gathering Important Information
    9:00 - 10:00, Written by Lila Jenneane Musegades.
    Presented by Lila Jenneane Musegades in Coeur d'Alene and Steven F. Scanlin in Boise.
    1. Assessing Current and Future Assets and Debts
    2. Reviewing Existing Estate Plans
    3. Info Gathering Forms and Checklists
    4. Determining Your Overall Estate Plan Strategy
  2. Effective Wills: Addressing Key Aspects of the Estate
    10:00 - 11:00, Written by Erika B. Grubbs.
    Presented by Erika B. Grubbs in Coeur d'Alene and Steven F. Scanlin in Boise.
    1. Establishing Statutory Framework
    2. Types of Wills: Determining the Right Option
    3. Verifying and Documenting Testator's Competency
    4. Classifying Fiduciary Duties and Powers
    5. Determining Beneficiary Designations and Distributions
    6. Titling Assets
    7. Sample Will Provisions
    8. Updating/Modifying Will Documents
  3. Trusts: Types, Functions and Goals
    11:15 - 12:15, Written by Lila Jenneane Musegades.
    Presented by Lila Jenneane Musegades in Coeur d'Alene and Stephen H. Telford in Boise.
    1. Laws Governing Trust Formation and Administration
    2. Choosing the Type of Trust to Achieve Your Client's Goals
    3. Revocable vs. Irrevocable
    4. Determining the Main Parties and Their Duties and Responsibilities
    5. Confirming Which Court has Jurisdiction Over the Trust
    6. Trust Funding Basics
  4. Taxes : Handling the Basics
    1:15 - 2:30, Written by Shirley Bade.
    Presented by Shirley Bade in Coeur d'Alene and Stephen H. Telford in Boise.
    1. Tax Update and Overview
    2. Valuation of Assets of the Decedent
    3. Taxable Estate and Deductions
    4. Taxation and Tax Consequences of Trusts
    5. Planning for the Final Income Tax Return
    6. Simple Tips for Minimizing Tax Burden
  5. Working with the Personal Representative or Trust Officer
    2:45 - 3:30, Written by Mark T. Peters Sr.
    Presented by Shirley Bade in Coeur d'Alene and Mark T. Peters Sr. in Boise.
    1. Helping Clients Choose a Fiduciary
    2. Understanding the Powers and Duties of the Fiduciary
    3. Communicating with the Personal Representative
    4. Using a Trust Protector or Adviser
    5. Fiduciary Liability Considerations
  6. Ethical Considerations in Estate Planning
    3:30 - 4:30, Written by Mark T. Peters Sr. and Stephen F. Smith.
    Presented by Stephen F. Smith in Coeur d'Alene and Mark T. Peters Sr. in Boise.
    1. Identifying Who Your Client Is
    2. Advising Clients with Failing Mental Capacity
    3. Lawyers Acting as Fiduciaries
    4. How to Efficiently Provide Estate Status Updates for Clients
    5. Practicing Before the IRS
    6. Getting Paid: Billable/Non-Billable Hour and Retainer Agreements
    7. Preventing Unauthorized Practice of Law by Legal Staff
December 18 - Coeur d'Alene

SHIRLEY BADE is an attorney and a certified public accountant. She has been involved with many start-up companies either as an owner or as a financial officer. Ms. Bade practices law in the areas of estate planning and business development, doing both wills and trusts and documents related to businesses, such a leases and employment contracts, and assists in making the decisions as to whether the business should operate as a sole proprietorship, a corporation or as a limited liability company. In addition to being an attorney and a certified public accountant, she has been a business coach, treasurer of an interstate trucking company, a financial advisor with Shearson American Express, and an auditor with the Internal Revenue Service. Ms. Bade also prepares income tax returns and gift and estate tax returns.

ERIKA B. GRUBBS is a shareholder with Winston & Cashatt, Lawyers, where she practices in the areas of construction law, land use and development, planning and zoning, real estate, contracts, business law, civil litigation, government law and estate planning and probate. She received her B.S. degree from Springfield College and her J.D. degree from Wake Forest University School of Law. Ms. Grubbs is a member of the Washington State Bar Association; Idaho State Bar (IOLTA Committee); State Bar of Georgia; Spokane County Bar Association; Kootenai County Bar Association; and Women’s Center, Inc., past president. She is admitted to practice in all Idaho, Washington, and Georgia state courts; U.S. District Court for the District of Idaho; U.S. District Court for the Eastern District of Washington; and Yakama Tribal Court.

LILA JENNEANE MUSEGADES is an attorney in private practice focusing on estate planning. She is licensed to practice in Colorado, California, Illinois and Missouri. Ms. Musegades earned her B.S. degree, summa cum laude, from Metropolitan State College and her J.D. degree from the University of Denver.

STEPHEN F. SMITH is a sole practitioner. His areas of practice include wills, estates and trusts; corporate and business law, including business entities; business law, including business sales and acquisitions, as well as business litigation; guardianships and conservatorships; adoptions; and quasi-municipal entities, including fire, water and sewer districts. Mr. Smith is admitted to practice before the U.S. District Court for the District of Idaho and the Supreme Court of the State of Idaho. He has been a presenter to business and civic organizations on the topics of business law, focusing on business entities and trusts and has served in that capacity for the small business administration seminars for the Sandpoint Economic Development Corporation. Mr. Smith earned his B.S. degree from the University of Idaho and his J.D. degree from the University of Idaho College of Law.

December 20 - Boise

MARK T. PETERS SR. is an attorney at his law firm, Peters Law, PLLC. He has been an attorney for more than 30 years, and focuses his practice on business law, including the formation and operation of companies, employment and contract issues, family law, guardianships, as well as estate planning and civil litigation. The first part of Mr. Peters' career was spent in-house with a number of Michigan companies. He has negotiated and documented just about any type of transaction that can be imagined: supply agreements, real estate, intellectual property licenses, trademark licenses, purchase and sale of businesses and loan agreements, just to name a few. Mr. Peters earned both his B.A. and J.D. degrees from the University of Michigan.

STEVEN F. SCANLIN is a sole practitioner with Scanlin Law Offices, PLLC, in Boise, Idaho, where he practices in wills, trusts and estate planning, probate, elder law, and guardianships. He offers advice and consultation services at senior citizen centers on wills, trusts and estate planning. Mr. Scanlin is a frequent lecturer for National Business Institute in his areas of expertise. He wrote "A Public Retirement Plan's View of Valuation and Division of Retirement Benefits at Divorce," published by The Advocate; and has conducted continuing legal education on "Drafting Your First Will and Trust in Idaho." Mr. Scanlin earned his B.S.Ed. degree from Montana State University at Billings, his J.D. degree from the University of Idaho and his M.S.W. degree from Portland State University. He is a member of the Idaho State Bar, the 4th District Bar, and the Idaho Guardianship and Fiduciary Association.

STEPHEN H. TELFORD is a sole practitioner in Nampa, whose work includes assisting clients with wills, trusts and contracts, as well as other legal issues regarding personal, business, professional and corporate liability. He has 30 years of legal experience practicing in the area of wealth preservation planning with an emphasis on asset protection through entity and trust structuring. Mr. Telford is a member of the Idaho State Bar and the Shoshone Bannock Tribal Bar Association. As a member of the Idaho State Bar, he has served on the Legislative Committee for the Probate, Taxation and Estate Planning Section and has been an active member of the Governmental Entity and the Business Entity sections. He is currently an active member of the Offshore Institute, the Boise Estate Planning Council and the Southwest Planning Council. Mr. Telford has served as president, vice president and secretary for the Eastern Idaho Estate Planning Council, and has been a frequent lecturer on a variety of topics in the complex areas of wealth preservation planning and asset protection.

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

ID CLE: 6.00 Credit Approval Exp
12/18/2019
Includes - Ethics: 1.00
This program may qualify for up to 6.0 hours of self-study continuing legal education credit in the state of Idaho, which may include 1.0 ethics credit. Application for self-study approval must be submitted to the Idaho State Bar.


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