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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: |
Michael D. Wild |
Attorney Michael D. Wild
Wild Felice and Pardo P.A. - Fort Lauderdale, FL
Michael D. Wild was born in New York City in 1979 and has lived in South Florida since 1986. He was admitted to the Florida Bar in 2006. Prior to obtaining his law degree from the University of Florida - Levin College of Law, Michael earned his B.A. in Political Science, with a minor in Sports Management, also from the University of Florida.
In addition to earning his undergraduate and law school degrees, Michael has worked as a Financial Associate with Alliance Bernstein and as an Operations Assistant with the Miami Dolphins.
Michael focuses his practice mainly in trust-based estate planning and probate administration but he also has extensive knowledge in asset protection gained from over 3 years of representing lenders in the foreclosure of residential property and seeking of deficiency judgments.
Michael is currently the managing partner of Wild Felice & Partners, PA and a member of the Florida Bar, the American Bar Association, the Broward County Bar Association, and the Florida Yacht Brokers Association. He currently lives with his wife and daughter in Plantation, Florida. He is very active in the community and holds Board of Director positions at a number of non-profit organizations.
He is routinely asked to give presentations on estate planning and asset protection and his articles are published weekly in the Jewish Journal, Pompano Pelican, Sun-Sentinel and other publications. In 2011, Michael was named the Small Business Person of the Year for the City of Plantation.
Professional Associations and Memberships
Small Business Person of the Year, City of Plantation – 2010/2011 Senior Volunteer Services, Board of Directors Impact Broward, Board of Directors Plantation Chamber of Commerce, Board of Directors Plantation Economic Development Committee, Chairman Lighthouse of Broward – Professional Advisory Committee, Chairman Share the Vision - co-Chair Business Networking International – Serious Business, President Broward Legal Advisors – Co-Founder
Publications
Foreclosure Defense Secrets
Protecting Your Assets In a Post-Crash Economy Your IRA May Not Be Protected The Many Benefits of an Irrevocable Trust How a Revocable Trust May Benefit Your Family Will vs. Trust: Which is Right For You?
The Probate Process: Stealing Your Money and Torturing Those You Love The Estate Planning Documents That Everyone Should Have Will Your Small Business Provide for Your Family After You Are Gone?
2010: A Gift Odyssey
Presentation Titles
You Hate Your Children: Otherwise You'd Have a Trust In Place You're Doing It Wrong: Common Estate Planning Mistakes You Thought Half Was Bad: Estate Planning Concerns for the Recently Divorced.
Live CLE • Estate Planning Basics
February 28, 2012 • Ft. Lauderdale, FL
Credits:
Total FL CLE credits: 4 Hours
This course has been approved by the Florida Bar.
Location:
Westin Fort Lauderdale
400 Corporate Drive
Fort Lauderdale,FL 33334
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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