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Continuing Legal Education
Live CLE | Estate Planning Basics
Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client’s financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
- Drafting Fiduciaries, Forms and Clauses
- Living Trusts (Revocable vs. Irrevocable)
- Funding a Trust
- Probate Basics
- Potential Tax Pitfalls (Estate, Gift, Marital Deduction, etc.)
- Financial/Medical Power of Attorney
- Advance Health Care Directives
- Wealth Transfer Charitable Tax Deduction
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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• Client Interview |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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• Non-Tax Reasons for Having an Estate Plan |
10:15 – 10:45 |
Basics of Probate |
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• What’s Included (Non-probate transfers, holding title, life insurance, employee benefits, annuities, business assets) |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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• Estate & Gift Taxes |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
• Financial/Medical Powers of Attorney |
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12:00 – 12:15 |
Charitable Giving Considerations |
• Wealth Transfer Charitable Tax Deduction |
CLE Course Speakers: |
William K. Root |
Attorney William K. Root
Resch & Root, L.L.C. - Columbus, OH
William K. Root is a partner of the firm and limits his practice to estate and wealth strategies planning for individuals and closely held businesses. As a parent of a special needs child, he is also dedicated to planning for families with special needs.
Bill Root is a fellow of the Esperti Peterson Institute and has completed its Masters Program in Advanced Estate Planning. He also teaches estate and retirement planning to students in the Family Financial Management Program in the College of Education and Human Ecology at The Ohio State University. Bill frequently speaks at programs and conferences for professionals in estate planning.
Education
Capital University Law School, Columbus, Ohio, 1978 J.D.
The Ohio State University, 1972 M.B.A. The Ohio State University, 1971 B.A.
Published Works
LEGACY-Plan, Protect and Preserve Your Estate, (Contributing Author, Co-Authored by Robert A. Esperti and Renno L. Peterson), 1997
GENERATIONS, (Contributing Author, Co-Authored by Robert A. Esperti and Renno L. Peterson), 1999
"Electing to Treat a Revocable Trust as Part of the Estate;" was published in the Summer 1999 issue of Conspectus Current, Estate & Wealth Strategies Planning Journal.
"New Dimensions in Education Planning," published in the August-September 2001 issue of the Journal of Practical Estate Planning, published bi-monthly by CCH Incorporated.
Classes/Seminars Taught
Masters Program in Advanced Estate Planning
Estate and Retirement Planning to Students, Family Financial Management Program, College of Education and Human Ecology, The Ohio State University
Estate and Retirement Planning to Students, Continuing Education CFP Program, The Ohio State University Honors and Awards:
Fellow, Esperti Peterson Institute
Professional Associations and Memberships
Ohio State Bar Association - Member
Delaware County Bar Association - Member
The Columbus Foundation - Advisory Board
Ohio University College of Business- Finance Advisory Council
Live CLE • Estate Planning Basics
January 19, 2012 • Columbus,OH
Credits:
Total OH Cle credits: 4 Hours
This course has been submitted for approval to the Supreme Court of Ohio Commission on Continuing Legal Education-final approval pending.
Location:
The Westin Columbus
310 South High Street
Columbus, OH 43215
Time:
Start 08:45 AM – Finish 12:15 PM
Tuition:
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
$125 Young Lawyers - Under 4 years acceptance to the Bar.**
*Young Lawyers with under 4 years acceptance to the Bar may use the coupon code YL75 to receive the $75 discount when checking out.
**Discounts can not be combined.
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