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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: |
John R. Crawford |
Attorney John R. Crawford
Marks Gray, P.A. - Jacksonville, FL
Education
University of Florida, B.A., 1973
University of Florida, J.D., Magna Cum Laude, 1975
Areas of Law
Business and Corporate Law
Elder Law
Probate and Guardianship
Securities Litigation and Arbitration
Tax Planning & Controversies / Taxation & Succession
Wills, Trusts, Estate Planning and Wealth Planning
John R. Crawford is a Board Certified Tax Lawyer under The Florida Bar's Certification Program, and practices in both Florida and Georgia. He counsels professionals and business owners in business, tax, and financial planning concerns, as well as numerous individuals in estate and tax planning matters and elder law issues from both his downtown Jacksonville and Ponte Vedra Beach offices.
Mr. Crawford represents clients in tax planning, trusts, wills, powers of attorney, health care directives, Medicaid and nursing home planning, irrevocable tax planning trusts, sheltering assets from claims and taxation, and business succession planning. His practice also includes substantial probate matters as well as formation and reorganization of business entities (including corporations, limited liability matters and family limited partnerships) and preparation of contracts and buy/sell agreements.
Mr. Crawford is a past Chairman of the Catholic Foundation of the Diocese of St. Augustine. He is currently a member of the Board of Directors of the Tom Coughlin Jay Fund Foundation. He is a member of the National Academy of Elder Law Attorneys. Mr. Crawford has been named one of Florida's Super Lawyers® in 2006, 2007 and 2011. Only 5% of the lawyers in Florida earn the Super Lawyers honor.
Mr. Crawford is admitted to practice in the United States Tax Court, the. U.S. District Court, Middle District of Florida, and All Florida and Georgia state courts.
Live CLE • Estate Planning Basics
February 14, 2012 • Jacksonville, FL
Credits:
Total FL Cle credits: 3.25 Hours
This course has been submitted for approval to the Florida Bar-final approval pending.
Location:
Aloft Jacksonville Tapestry Park
4812 Deer Lake Drive West
Jacksonville, FL 32246
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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