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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: |
Mary C. LaGrone |
Attorney Mary C. LaGrone
Law Offices of Mary C. LaGrone - Nashville, TN
Areas of Practice
50% Probate & Estate Administration
35% Family Law
10% Business Formation, Contracts & Defense
5% Toxic Tort & Personal Injury Defense
Litigation Percentage
75% of Practice Devoted to Litigation
Bar Admissions:
Tennessee, 1998
Education
Nashville School of Law, Nashville, Tennessee, 1998 -
J.D.
Honors: Student Representative to Harry Phillips Inn of Court
Belmont University - Jack Massey School of Business, Nashville, Tennessee, 1993 - M.B.A.
Vanderbilt University, Nashville, Tennessee -
B.A.
Major: Classical Studies
Honors and Awards
Harry Phillips Inn of Court - Associate Member
Harry Phillips Inn of Court - Student Member, 1997 - 1998
Professional Associations and Memberships
Kids on the Block of Mid Tennessee, 2005 - 2006
Board Member - Secretary
Junior League of Nashville, 1993 - Present
Bookkeeper, Finance Council, Fundraiser, Treasurer
LAW
Board Member
Nashville Bar Association
Member
Tennessee Bar Association
Member
Tennessee Trial Lawyers Association
Member
McGavock Farms Homeowner's Association, 2006
Vice President
Nashville School of Law - Capital Campaign, 2005 - 2006
Law Firm Committee
Past Employment Positions
Weeks, Anderson, Baker & Russell, Associated Attorney, 1998 - 2001
Jack Butler & Associates, Associated Attorney, 2001 - 2005
Pro Bono Activities
Nashville Bar Association - Probate
Nashville Bar Association - Dial-a-Lawyer
Live CLE • Estate Planning Basics
January 26, 2012 • Nashville, TN
Credits:
Total TN Cle credits: 3.25 Hours
This course has been approved by the Tennessee Commission on Continuing Legal Education.
Location:
Union Station -
A Wyndham Grand Hotel
1001 Broadway
Nashville, Tennessee 37203
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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