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Note: This course has been canceled. We apologize for any inconvenience that this may have caused.
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: |
Dawn Hallman • Donna J. Jackson |
Attorney Dawn Hallman
Hallman & Associates, P.C. - Oklahoma City, OK
Attorney Dawn D. Hallman is a leader in estate and business planning. She has been advising residents of Oklahoma on estate planning and administration issues for over 11 years. Ms. Hallman obtained a BBA in Accounting and her Juris Doctorate degree from the University of Oklahoma. She is the founder of Hallman & Associates, P.C. in Norman, Oklahoma.
Ms. Hallman has many years of experience in creatively and effectively addressing estate planning needs of modest to ultra high net worth families. Her experience working with all kinds of family issues, coupled with her tax and business law background, make her uniquely qualified to assist clients in overcoming difficult estate and business planning challenges.
Ms. Hallman limits her practice to wealth transfer planning; estate planning, including trusts (revocable, irrevocable, charitable and special needs trusts), FLPs and Family LLCs; trust administration; tax planning; probate; and business organizations, including corporations, limited partnerships, limited liability companies and business succession planning. She is a member of the Oklahoma Bar Association, American Bar Association, Cleveland County Bar Association and Wealth Counsel.
Ms. Hallman is a lecturer on topics of estate planning, trust administration and asset protection in continuing education programs for attorneys, financial advisors, CPAs and various related organizations. She has been the keynote speaker on estate planning issues for NAIFA and the Oklahoma Bar Association.
Ms. Hallman was recently nominated and selected for a prestigious award by her clients and peers based on their overall satisfaction with her service. She is honored to receive this award from the Five Star Program recognizing her as one of the top Estate Planners in the state of Oklahoma.
Ms. Hallman’s pro bono activities include being a board member and former Treasurer for Middle Earth Child Development Center in Norman, Oklahoma. She is also an active member in her community, being involved in the Norman Chamber of Commerce and various local organizations.
Attorney Donna J. Jackson
Donna J. Jackson Attorney at Law - Oklahoma City, OK
Practice Areas
Estate Planning
Trusts and Estates
Probate
Wills
Elder Law
Taxation
Education
University Oklahoma State University, B.S., 1977
Law School Oklahoma City College of Law, J.D., 1988
Admissions
Oklahoma, 1998
U.S. District Court, 1988
Western District of Oklahoma, 1988
U.S. Tax Court, 1989
U.S. District Court, Eastern District of Oklahoma, 1998
Memberships
Oklahoma Bar Association
Member, Probate Committee, 1988
Sections on: Real Estate, Tax, Real Property, Estate Planning
American Bar Association
Oklahoma Society of CPAs
National Academy of Elder Law Attorneys
Wealth Counsel
Wealth Counsel Advisors Forum
Live CLE • Estate Planning Basics
February 23, 2012 • Oklahoma City, OK
Credits:
Total OK Cle credits: 3.25 Hours
This course has been approved by the Mandatory Continuing Legal Education Commission of Oklahoma.
Location:
Sheraton Oklahoma City Hotel
1 North Broadway Avenue
Oklahoma City, OK 73102
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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