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Focus Your Efforts on Techniques That Work

This engaging course will take you through the basics of estate planning and beyond with old and new techniques that our attendees have voted to be the most effective in their practice. Find out what makes these estate planning tools "superstars" and gain practical tips for maximizing their uses. Enroll today!

  • A simple will remains one of the most effective tools in estate planning - learn how to phrase it to maximize its effectiveness.
  • Gain practical tips for drafting legally defensible transaction agreements to make sure the gifts are properly documented.
  • Help your client transfer a business to beneficiaries without diminishing its value or surrendering too much control.
  • Protect yourself with thorough knowledge of laws and regulations governing the actions of fiduciaries.
  • Learn why it's important to know when to file the tax return for grantor trusts.
  • Determine whether a client qualifies as a beneficiary of a special needs trust and gain tips for drafting one.
  • Don't reinvent the wheel - modify our sample trust documents to create airtight qualified personal residence trusts.
  • Maximize your asset protection: learn how to make sure all your clients' assets are accounted for in the trust documents.
  • Create clear final instructions and last wishes to lift the burden of funeral planning from heirs.

  • WILLS
    8:30 - 9:15, Joyce H. Sealand
    • Checklist for Gathering Client Information
    • Must-Have Provisions - Drafting Do's and Don'ts
    • Building Flexibility Into the Plan - Checklist of Special Provisions
    • Methods of Designating Fiduciaries
    • The No-Contest Clause
    • Keeping the Clients Current on Their Wills
    • Educating Your Clients on the Harm of Writing Someone Out of the Will
    • Practical Pointers and Sample Will Review
  • ANNUAL EXCLUSION GIFTING
    9:15 - 10:00, Allen David Austill
    • Determining Recipients of the Gifts
    • Choosing the Most Highly Appreciated Assets for Annual Gifting
    • Minimizing Gift and GST Taxes
    • Reporting to the IRS
    • Maximizing Annual Exclusion and Lifetime Exemption Gifting
    • Gifting Techniques
  • TAX AND ESTATE PLANNING FOR PENSION AND IRA ASSETS
    10:15 - 11:00, Christine A. Coronado
    • Beneficiary Designations
    • Separate Shares for Beneficiaries
    • Trusts and Beneficiaries
    • Roth Conversions
    • Bypass Trust Funding with IRAs
    • Inherited IRAs
    • Required Minimum Distributions
  • GRANTOR TRUSTS
    11:00 - 11:45, Joyce H. Sealand
    • GRATs
    • GRITs
    • IDGTs
    • Trust Protectors
  • QUALIFIED PERSONAL RESIDENCE TRUSTS
    12:45 - 1:30, Allen David Austill
  • BUSINESS ENTITIES
    1:30 - 2:30, William C. Bell Jr.
    • Family Limited Partnerships
    • Limited Liability Corporations
    • S Corps
    • Other Types of Entities
  • SPECIAL NEEDS TRUSTS
    2:45 - 3:45, Pam F. Wright
    • What SNTs Can and Cannot Do for Your Client
    • Assessing the Degree of the Beneficiary's Current and Future Disability and Needs
    • Types of SNTs and Their Uses
    • Basic Drafting Considerations
    • SNT Funding, Administration and Termination
  • PROTECTING ASSETS WHILE QUALIFYING FOR MEDICAID
    3:45 - 4:40, Christine A. Coronado
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LA Alexandria11/28/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039553
LA Baton Rouge11/29/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039554
LA Lafayette11/30/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039557
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