Audio CD + Course Book

Estate Planning from Start to Finish

Audio CD + Course Book

Copyright Date:

February, 2018

Product ID#:

78268CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • WV CLE - 7.20
From Event: Estate Planning from Start to Finish, held February 2018.

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 discuss long-term care options 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. Lifetime Decision-Making and Advance Protective Planning
  6. Ethical Considerations in Estate Planning

Continuing Education Credit

Continuing Legal Education – CLE: 7.20 WV - Credit Approval Expiration 02/12/2020 *


* denotes specialty credits

Agenda / Content Covered

  1. Client Intake and Screening: Gathering Important Information
    9:00 - 9:30, Anna M. Price
    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
    9:30 - 10:15, Anna M. Price
    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
    10:30 - 11:15, Joshua S. Rogers
    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
    11:15 - 12:15, C. Page Hamrick III
    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. Lifetime Decision-Making and Advance Protective Planning
    1:15 - 3:15, Christopher J. Winton
    1. Judicial Control in the Absence of Planning
    2. Medical Decision-Making
      1. Healthcare Surrogate
      2. Medical Power of Attorney
      3. Living Will
    3. Financial Decision-Making
      1. Durable Power of Attorney Under the New Uniform Act
      2. Revocable Living Trust
    4. Long-Term Care and Advance Medicaid Planning
      1. LTC Insurance
      2. Medicaid Planning
        1. Summary of the Law
        2. Basic Protective Techniques
        3. Trusts as Assets
        4. Medicaid Exempt Trusts
  6. Ethical Considerations in Estate Planning
    3:30 - 4:30, C. Page Hamrick III
    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

C. PAGE HAMRICK III, J.D., CPA, is the principal of the Charleston law firm of C. Page Hamrick III, Attorney at Law. Mr. Hamrick has concentrated his practice in the areas of divorce law, tax and corporate estate law. He has served as a family law master, as assistant attorney general, as counsel to the West Virginia Legislature and as a hearing officer for numerous state agencies. Mr. Hamrick is a certified public accountant and frequently writes and speaks on state and federal taxation topics as they relate to divorce. He has testified as an expert witness in matters involving federal and state tax, financial analysis and real estate. Mr. Hamrick is a member of The West Virginia State Bar, the American Association of Attorney-CPAs and the West Virginia Society of Certified Public Accountants. Mr. Hamrick regularly teaches tax and law courses at Marshall University and has taught accounting at West Virginia University-Tech. He earned his B.S.B.A. and J.D. degrees from West Virginia University, and his M.B.A. degree from the Marshall University (formerly WVCOGS).

ANNA M. PRICE is an attorney with Jenkins Fenstermaker, PLLC. Ms. Price has devoted the majority of her practice to all aspects of estate planning, estate administration, and probate litigation. Representing corporate and individual clients in various financial brackets, her practice has ranged from simple planning to complicated tax planning. Ms. Price is an associate attorney in the firm's wills, trusts, and estates group. Ms. Price is a member of the American Bar Association, the Charleston Estate Planning Council, the Huntington Estate Planning Council, the West Virginia State Bar Elder Law Committee, the West Virginia State Bar Probate Committee, The Recovery Point of West Virginia (Board of Directors), and the Mountaineer Spina Bifida Camp (Board of Directors). She received her B.A. degree from Marshall University and her J.D. degree from West Virginia University College of Law.

JOSHUA S. ROGERS is a partner with Dinsmore & Shohl LLP. He is a member of the corporate department whose practice focuses on family wealth planning, asset protection planning, probate, profit and nonprofit business formation and organization, business succession planning, and litigation. Mr. Rogers has experience in representing both individual and institutional clients in various types of civil litigation, including will contests, will and trust construction actions, family and probate disputes, real property rights, action to quiet title to minerals, corporate and partnership disputes, and federal and state taxation appeals. He is licensed and represents clients in both West Virginia and Pennsylvania. Mr. Rogers is a member of the West Virginia State Bar, Pennsylvania Bar Association, American Bar Association, Monongalia County Bar Association, Monongalia County Literacy Volunteers (president, Board of Directors), Leadership Monongalia, North Central West Virginia Estate Planning Council (president, Board of Directors) and Senior Monongalias (Board of Directors). He received his B.S.B.Ad. degree, summa cum laude, University Honors Scholar, from West Virginia University; and his J.D. degree from West Virginia University College of Law, where he was Order of the Coif.

CHRISTOPHER J. WINTON is the managing member of the Charleston law firm of Ray, Winton & Kelley, PLLC, where he practices in the areas of estate planning and administration, business planning, taxation and civil litigation. He is a frequent lecturer to professional and business groups on wills and trusts, ethics, and litigation, and co-wrote "Laying Claim: A Practitioner's Guide to Will Contests in West Virginia," published in 96 West Virginia University Law Review 123 (1993). Mr. Winton is listed in The Best Lawyers in America in the field of trusts and estates and is an elected fellow of the America College of Trust and Estate Counsel. He is a member of The West Virginia State Bar (Probate Committee), Virginia State Bar, the Charleston Estate Planning Council and the Million Dollar Advocates Forum. He earned his B.A. degree, with high distinction, and his J.D. degree from the University of Virginia.

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

WV CLE: 7.20 Credit Approval Exp
02/12/2020
Includes - Ethics: 1.20
This program may qualify for up to 7.2 hours of self-study credit, which includes 1.2 hour of self-study ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of self-study CLE credit may be earned during a reporting period.


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