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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: |
Anthony R. Mignanelli |
Attorney Anthony R. Mignanelli
Mignanelli & Associates, Ltd. - Providence, RI
Anthony R. Mignanelli is the principal of Mignanelli & Associates, Ltd. Mr. Mignanelli received his B.S. degree in Business Administration from Bryant College in 1973 and his J.D. degree from the George Mason University School of Law in 1980. He is admitted to practice in both Rhode Island and Virginia, as well as the United States Tax Court and the United States Supreme Court. He serves on the Probate and Trust Committee of the Rhode Island Bar Association, and is a member of the Rhode Island Estate Planning Council. Prior to entering private practice, Mr. Mignanelli was employed as a Trust Officer with Rhode Island Hospital Trust National Bank, and Old Stone Trust Company.
Mr. Mignanelli practices primarily in the areas of estate planning and estate settlement. In addition, he lectures frequently before both professional groups and social service organizations regarding estate planning and estate settlement issues.
Mr. Mignanelli successfully litigated the landmark special needs planning case of Chenot v. Bordeleau wherein the Rhode Island Supreme Court decided that persons who are beneficiaries of discretionary trusts may also be eligible for medical assistance benefits. He also prevailed in another precedent-setting case, Pezza v. Pezza, in which the Rhode Island Supreme Court defined the rights of a surviving spouse to real estate held in trust.
Mr. Mignanelli was voted one of the four best estate planning attorneys in a survey of the fifty best lawyers in Rhode Island published by Rhode Island Monthly in February 1998.
Areas of Practice
* Estate Planning
* Estate Settlement
* Trust Administration
* Trust Reformations
* Estate Tax Planning
* Health and Healthcare Law
Bar Admissions
* Rhode Island
* Virginia
* U.S. Tax Court
* U.S. Supreme Court
Education
* George Mason University School of Law, Arlington, Virginia - J.D. - 1980
* Bryant College - B.S. - 1973; Major: Business Administration
Published Works
* Fifty Best Lawyers, Rhode Island, Rhode Island Monthly, February, 1998
Representative Cases
* Chenot v. Bordeleau (Rhode Island Supreme Court)
* Pezza v. Pezza (Rhode Island Supreme Court)
References
* Bank of America (Private Clients Group), Providence, Rhode Island
Classes/Seminars
* Lecturer, Estate Planning and Estate Settlement Issues
Professional Associations and Memberships
* Rhode Island Bar Association, Probate and Trust Committee
* Rhode Island Estate Planning Council, Member
Past Employment Positions
* Rhode Island Hospital Trust National Bank, Trust Officer
* Old Stone Trust Company, Trust Officer
Live CLE • Estate Planning Basics
January 24, 2012 • Providence, RI
Credits:
Total RI CLE credits: 3.5 Hours
This course has been approved by the Rhode Island State Bar.
Location:
The Westin Providence
One West Exchange Street
Providence, RI 02903
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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