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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: |
Thad A. Davis |
Attorney Thad A. Davis
The Law Offices of Davis & Davis, L.L.C. - Birmingham, AL
Education
2001, LL.M. in Taxation, University of Florida
2000, J.D., magna cum laude, University of Alabama School of Law
1992, A.B, cum laude, Duke University
Honors & Awards
Professional Practice:
“Excellent” Rating from Avvo.com
University of Florida:
Graduate Editor, Florida Tax Review.
John W. Thatcher Full-Tuition Tax Scholarship.
University of Alabama:
Senior Editor, Alabama Law Review.
The Order of Barristers.
Advocate, National Moot Court Team.
“Best Paper” award in seven courses.
Publications
Cotnam v. Commissioner and the Income Tax Treatment of Contingency-based Attorneys’ Fees—The Alabama Attorney’s Charging Lien Meets Lucas v. Earl Head-on, 51 Ala. L. Rev. 1683 (2000).
Professional Organizations
Member, Alabama State Bar
Member, Business Networking International, Birmingham's Best Chapter
Live CLE • Estate Planning Basics
February 2, 2012 • Birmingham, AL
Credits:
Total AL Cle credits: 3.25 Hours
This course has been submitted for approval to the Mandatory Continuing Legal Education Commission of Alabama-final approval pending.
Location:
Doubletree Hotel Birmingham
808 South 20th Street
Birmingham, AL 35205
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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