follow us on twitter
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 |
|
|
08:45 – 09:15 |
Essentials of Attorney/Client Relations |
|
• Client Interview |
|
|
09:15 – 10:15 |
Understanding Wills and Trusts |
|
• Non-Tax Reasons for Having an Estate Plan |
10:15 – 10:45 |
Basics of Probate |
|
• What’s Included (Non-probate transfers, holding title, life insurance, employee benefits, annuities, business assets) |
|
|
10:45 – 11:15 |
Potential Tax Pitfalls |
|
• Estate & Gift Taxes |
|
|
11:15 – 11:30 |
Break |
|
|
11:30 – 12:00 |
Preparations for Incapacity |
• Financial/Medical Powers of Attorney |
|
12:00 – 12:15 |
Charitable Giving Considerations |
• Wealth Transfer Charitable Tax Deduction |
CLE Course Speakers: |
Maria Shinn |
Attorney Maria Shinn
Maria L. Shinn, L.L.C. – Cleveland, OH
Practice Areas
Estate Planning
Probate and Estate Administration
Elder Law
Non-Traditional Couples/Families
Admitted
State of Ohio (1997)
United States District Court, Northern District of Ohio (1998)
Education
Cleveland-Marshall College of Law, 1997 J.D., magna cum laude
Muskingum College, 1990 B.A., summa cum laude
Professional Associations
Ohio State Bar Association
Ohio Women's Bar Association
Cleveland Metropolitan Bar Association
Estate Planning, Trust and Probate Law Section of OSBA
Estate Planning, Probate and Trust Law Section of CMBA
Articles
Co-Parenting Has No Legal Status in Ohio, Northeast Ohio PFLAG Newsletter (July/August 2011, Vol. 42, No. 7-8)
Community Involvement
Volunteer attorney with Visiting Nurse Association Cleveland Hospice since 1998; two-time recipient of organization's Volunteer of the Year Award (2010 and 2005).
Board member, Adoption Network Cleveland (2008-11).
Chairperson of Program Committee, Adoption Network Cleveland (2009-11).
President, Harrison Elementary PTA, Lakewood, Ohio (2009-11).
1st Vice-President, Harrison Elementary PTA, Lakewood, Ohio (2011- ).
2011 nominee from Harrison Elementary for PTA Helping Hands Award.
Live CLE • Estate Planning Basics
February 21, 2012 • Cleveland, OH
Credits:
Total OH Cle credits: 3.25 Hours
This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education.
Location:
Hyatt Regency Cleveland
420 East Superior Avenue
Cleveland, OH 44114
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.
Receive LawReviewCle Newsletter
We do not sell or rent email information