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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: |
Morris Kaplan |
Attorney Morris Kaplan
M. Kaplan and Associates - Phoenix, AZ
When you are thinking about creating an estate, business or succession plan, it is important to work with an attorney who has the competency and experience helping other people like you. At M. Kaplan and Associates, Ltd., that is exactly what you will find. We have over 40 years of experience helping individuals throughout Arizona create the planning documents they need. We act with integrity and honesty and always do what is best for our clients.
Mr. Kaplan, a Phoenix tax, business, succession and estate planning lawyer, has the experience to draft plans that meet individual needs. He is:
Licensed to practice in Arizona and is an inactive member of the Illinois State Bar
Member of the Maricopa Bar Association
Certified by the State Bar for specialty in tax law
A certified public accountant (CPA)
Past president of the American Association of Attorney CPAs (AAA-CPA)
Former chairman and member of the Arizona Board of Tax Appeals, Div. 2
A member of the National Association of Elder Law Attorneys (NAELA)
AV-rated by Martindale-Hubbell for more than 25 years
Because Mr. Kaplan is a CPA, he has an integral understanding of the financial matters that influence people’s estates. He knows how taxes can penalize a person’s estate, and he works with people to make sure their assets and finances are protected. We take the time to analyze each client’s financial situation and work with them to plan for Medicaid planning and other special situations.
Live CLE • Estate Planning Basics
January 19, 2012 • Phoenix, AZ
Credits:
Total AZ Cle credits: 3.25 Hours
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 4 hours toward your annual CLE requirement for the State Bar of Arizona.
Location:
Radisson Hotel Phoenix City Center
3600 North 2nd Avenue
Phoenix, AZ 85013
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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