TO VIEW THE CLE VIA WEB CAST PLEASE CLICK ON THE LINK IN RED ABOVE
TO REGISTER TO ATTEND IN PERSON PLEASE CONTINUE BELOW
7.0 Pre-approved CLE Credits includiing 1.0 Ethics Credit
8:30 - 9:00 am (Registration/Continental Breakfast)
9:00 - 11:45 (Presentation)
11:45 - 12:45 pm (Lunch will be provided)
12:45 - 4:30 pm (Presentation)
AGENDA
Panelist: Sarah N. Ehrhardt, Michael Best & Friedrich / Perry H. Friesler
Law Offices of Perry H. Friesler / Elizabeth Ruthmansdorfer, Moertl, Wilkins & Campbell
8:30 - 9:00 a.m. Registration / Continental Breakfast
9:00 - 10:15 a.m. Fundamental Principles of Will Drafting
- Selecting the Vehicle - Initial Advice to the Client
- Checklist for Gathering Client Information
- The Statutory ABCs: What is Required?
- Methods of Designating Fiduciaries
- Disinheritance and No Contest Clauses - Will They Stand?
- Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special
Needs
- Building Flexibility Into the Plan – Checklist of Special Provisions
- Practical Pointers With Sample Forms
- Developing a Document Preparation System
10:15 - 10:30 a.m. Break
10:30 - 11:45 a.m. Using Living Trusts and Powers of Attorney As Estate Planning Tools
- Common Elements in Trust Agreements
- The Revocable Living Trust - Why You Should Use It?
- Disadvantages of Revocable Living Trusts
- Sample Pour - Over Will an d Living Trust Agreements
- Durable Powers of Attorney
11:45 - 12:45 p.m. LUNCH will be provided
12:45 - 2:00 p.m. Basic Tax Considerations - What You Need To Know In Order To Choose The
Appropriate Plan
- Tax Considerations of Drafting Living or Testamentary Trusts
- Marital Deduction Planning - Qualifications and Basic Formula Approaches
- Estate and Gift Taxes
- Generation - Skipping Transfer Taxes
- Income Tax - Ramifications of Trusts
2:00 - 2:50 p.m. Ethics And Estate Planning
- Selected Ethical Rules Affecting the Estate Planner
- Who’s Your Client? Conflict of Interest
- Competency - A Word to the Wise
- Practice Before the IRS
- Attorneys Fees
2:50 - 3:05 p.m. Break
3:05 - 4:30 p.m. Planning Methods To Control Medical Treatment
- What a Living Will Can and Cannot Accomplish
- Picking Up Where a Living Will Ends - Durable Powers of Attorney
for Heath Care/Health Care Proxy
- Preserving Your Clients Dignity Through the Patient Self - Determination Act
- Anatomical Gifts – Making the Difficult Decisions During Life and Upon Death
TO VIEW THE CLE VIA WEB CAST PLEASE CLICK ON THE LINK IN RED ABOVE
TO REGISTER TO ATTEND IN PERSON PLEASE CONTINUE BELOW
