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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: |
Debra G. Simms |
Attorney Debra G. Simms
Debra G. Simms, P.A. - Orlando, FL
Ms. Simms has been practicing law for over 20 years. She earned her law degree in 1987 from Cleveland – Marshall College of Law in Cleveland, Ohio where she graduated with honors and participated as an Editor on Law Review. She earned her undergraduate degree with honors from Ohio State University and her master's degree in Social Work with honors from Case-Western Reserve University. Prior to practicing law, Ms. Simms worked as a social worker in various governmental and private settings.
Ms. Simms was admitted to the Florida Bar in 1997. She has been a member of the Ohio Bar since 1988. She is also licensed to practice in Federal Court in the Middle District of Florida and the Northern District of Ohio.
The law practice of Debra G. Simms, P.A. focuses on the areas of bankruptcy, estate planning, probate, guardianship, special needs law, disability law, elder law, real estate, and family law. She is also a Certified Civil Circuit Mediator, Certified Family Law Mediator, and certified Parent Coordinator in the State of Florida.
Ms. Simms is active in community organizations and lectures on estate planning issues throughout Central Florida. She is a member of the American Bar Association, the Orange County Bar Association, the Seminole County Bar Association, the Vollie Williams Seminole County Inns of Court, the Central Florida Association of Women Lawyers, the National Academy of Elder Law Attorneys, the Florida Association of Elder Law Attorneys, and the National Association of Consumer Bankruptcy Attorneys. She is also a title agent with the Attorney's Title Insurance Fund, and a legal service provider through AARP.
Live CLE • Estate Planning Basics
February 16, 2012 • Orlando, FL
Credits:
Total FL Cle credits: 3.25 Hours
This course has been submitted for approval to the Florida State Bar-final approval pending.
Location:
DoubleTree by Hilton Orlando Downtown
60 South Ivanhoe Boulevard
Orlando, FL 32804
Time:
Start 08:45 AM – Finish 12:15 PM
Tuition:
$200 First Registrant
Add Associate $150 dollars*
Add Paralegal $150 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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