CLE on Estate Planning: The Ultimate Guide

Grow a Successful Estate Planning Practice

Are you ready to grow your own successful estate planning practice or looking for a practical refresher? This program will become your go-to guide. From client intake through will, trust and tax planning, you will receive tips, sample forms and answers to your most pressing questions to help you excel. Gain insight on everyday issues estate planning attorneys face – register today!

• Learn how to clarify client goals and develop a sound estate planning strategy.
• Get practical will and trust drafting skills to speed up the process and give the testator’s last wishes power.
• Explore the functions and mechanics of major trust structures – and make certain you choose the right tool for each job.
• Walk through the basics of tax planning with simple and useful tips.
• Give each provision full power with precise word choices – get sample forms to speed up the process.
• Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.
• Stave off conflicts of interest with a clear determination of who your client is from the start.

This program is designed for attorneys. It will also benefit estate planners, trust officers, accountants and CPAs, paralegals, and tax professionals.

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. TRUSTS 101
6. WHO IS THE FIDUCIARY?
7. ETHICAL CONSIDERATIONS

Continuing Legal Education

Credit Hrs State
CLE 6.00 –  AK*
CLE 6.00 –  AL*
CLE 6.00 –  AR*
CLE 6.00 –  AZ*
CLE 6.00 –  CA*
CLE 7.00 –  CO*
CLE 6.00 –  CT*
CLE 6.00 –  DE*
CLE 7.00 –  FL*
CLE 6.00 –  GA*
CLE 6.00 –  HI*
CLE 6.00 –  IA*
CLE 6.00 –  ID*
CLE 6.00 –  IL*
CLE 6.00 –  IN*
CLE 7.00 –  KS*
CLE 6.00 –  KY*
CLE 6.00 –  LA*
CLE 6.00 –  ME*
CLE 6.00 –  MN*
CLE 7.20 –  MO*
CLE 6.00 –  MP
CLE 6.00 –  MS*
CLE 6.00 –  MT*
CLE 6.00 –  NC*
CLE 6.00 –  ND*
CLE 6.00 –  NE*
CLE 6.00 –  NH*
CLE 7.20 –  NJ*
CLE 6.00 –  NM*
CLE 6.00 –  NV*
CLE 7.00 –  NY*
CLE 6.00 –  OH*
CLE 7.00 –  OK*
CLE 6.00 –  OR
CLE 6.00 –  PA*
CLE 7.00 –  RI*
CLE 6.00 –  SC*
CLE 6.00 –  TN*
CLE 6.00 –  TX*
CLE 6.00 –  UT*
CLE 6.00 –  VA*
CLE 6.00 –  VT*
CLE 6.00 –  WA*
CLE 7.00 –  WI*
CLE 7.20 –  WV*
CLE 6.00 –  WY*

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 7.00 –  AZ
CPE for Accountants 7.00 –  NY*
CPE for Accountants 7.00 –  WA
CPE for Accountants 7.00 –  WI