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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: |
Greg Pirkle |
Attorney Greg Pirkle
Phelps Dunbar, L.L.P - Jackson, MS
Greg Pirkle practices in the area of business law. His practice focuses on federal and state taxation, with emphasis on taxation of business entities, estate planning, and exempt organizations. His business taxation practice includes advising clients on the tax implications of business transactions such as mergers and reorganizations, property exchanges, and executive compensation. His estate planning practice involves maximum use of federal credits and preservation of wealth through the use of trusts, partnerships, closely held businesses, private foundations and charitable trusts. His involvement in exempt organization includes issues of inurement, compliance in bond financing, entity restructuring, and joint ventures.
Mr. Pirkle is among a select group of lawyers recognized in The Best Lawyers in America. He is the managing partner of the firm's Tupelo office.
Membership / Affiliations
The Mississippi Bar (Trust and Estate Sections); American Bar Association; Lee County Bar Association
Representative Matters
Advises corporate clients on tax deferred reorganizations.
Responsible for creation and exemption work for a community development corporation for investors seeking tax deductions and CRA credit.
Counsels individuals on methods of wealth transfer.
Assists clients in obtaining tax exemption under Section 501(c)(3) of the Internal Revenue Code.
Assists clients in obtaining ruling requests/applications for exemption before the national office of the IRS.
Assists clients in corporate reorganizations, including restructurings, spin-offs, the creation of new subsidiary corporations, and the formation of holding companies.
Assists health care clients in structuring physician recruitment incentives and other contractual arrangements between and among health care clients.
Counsels directors of business regarding structure of stock or asset sales.
Live CLE • Estate Planning Basics
January 31, 2012 • Jackson, MS
Credits:
Total MS Cle credits: 4 Hours
The Sponsor has applied to the Mississippi Commission on Continuing Legal Education for approval of this course or a portion thereof for a maximum of 4 hours of credit.
Location:
Jackson Convention Complex
105 E. Pascagoula Street
Jackson, MS 39201
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.
Pre-Order Audio:
Can't attend? Pre-order audio now.
Receive a copy of the complete audio recording of this live CLE along with the Power Point and materials. (Audio recordings are made available approximately 2 weeks after completion of the live CLE.)
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