Agenda / Content Covered

1. Essential Will and Trust Drafting
   9:00 - 9:45, Mariah McKinney
   1. Client Intake and Crafting the Overall Plan
   2. Wills vs. Trusts
   3. Top Trusts to Use
   4. Drafting Essential Provisions (With Sample Language)
      1. Fiduciary Powers
      2. Distributions
      3. Special Clauses
2. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
   9:45 - 10:30, Nathan Workman
3. Special Needs Trusts and Medicaid Planning
   10:45 - 11:15, Nathan Workman
   1. Medicaid Eligibility Criteria
   2. Medicaid Planning Tools
   3. Types of Special Needs Trusts
   4. Essential SNT Provisions
   5. Preserving Benefits
   6. ABLE Accounts
4. Financial and Medical Decision-Making, Guardianships
   11:15 - 12:00, Gregory M. Katzman
   1. Choosing the Right Proxies
   2. "Dangerous" Powers
   3. Adult Guardianships
   4. Medical POAs and Advance Directives
5. Essential Tax Tactics
   1:00 - 2:30, Gregory M. Katzman
   1. Current State and Federal Tax Rates and Exclusions
   2. Tax Tactics for Small vs. Large Estates
   3. Valuation of Assets
   4. Taxation and Tax Consequences of Trusts
6. Probate in a Nutshell: What to Expect
   2:45 - 3:30, James M. Snow
7. Legal Ethics
   3:30 - 4:30, James M. Snow
   1. Who Is Your Client?
   2. Conflicts of Interest
   3. Joint Representation of Spouses
   4. Client Capacity
   5. Effective Communication
   6. Practicing Before the IRS
   7. Attorney Fees, Engagement Agreements, and Client Trust Accounts
   8. Preventing UPL

Accreditation Details:

Gregory M Katzman practices in the areas of estate planning and administration, tax planning and defense, and business organization and management. He graduated from the University of Missouri and received his J.D. and LL.M. degrees from the University of Missouri at Kansas City.

Anthony A. Klish is an attorney with Maginnis Howard, where he oversees the practice areas of estate planning and administration, guardianships, and business transactions. Mr. Klish is a founding member and officer of North Carolina’s Triangle Aging in Place Council, which assists senior citizens and their families in navigating through issues related to aging. Through the North Carolina Bar Association, he is a member of the Estate Section, Elder Law and Special Needs Section, and Business Law Section. He is licensed by the North Carolina State Bar and affiliated with the 10th Judicial District Bar. He is also an accredited Veterans’ Affairs attorney. Mr. Klish earned his B.S. degree in political science, his B.A. degree in psychology from East Carolina University, and his J.D. degree from Campbell University's Norman Adrian Wiggins School of Law.

James M Snow is a sole practitioner in High Point, where his areas of practice include estate planning and settlement, estate litigation, asset protection, elder law, workers’ compensation, personal injury law and business law. Mr. Snow is a member of several professional organizations, including the NC Advocates for Justice and the North Carolina Bar Association. He is past president of the High Point Bar Association, and the first winner of the Fisher-Haworth Award for outstanding service to the bar. He earned his B.A. and J.D. degrees from the University of North Carolina at Chapel Hill.

Nathan Workman is the founder and managing attorney of Radius Law Group. Mr. Workman’s practice is based entirely on commercial business and personal financial planning. He is licensed to practice in North Carolina and Florida. Mr. Workman earned his B.S. degree from Gardner-Webb University, and his J.D. degree, with honors, from Charlotte School of Law. He is a member of the American Bar Association, the American Society for Quality, the International Quality Foundation, the North Carolina Bar Association and the Mecklenburg County Bar Association.