Live CLE Seminar

Estate Planning Basics

March 8, 2012 • Philadelphia, PA

Continuing Legal Education (CLE) Credit Course – Estate Planning Basics Building an estate plan with a client is a rewarding but oftentimes complicated practice.

Continuing Legal Education CLE Credit Course - Special Offer

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 What Does the Client Need? (No Plan vs. Wills and Trusts) Necessary Documents Ensuring Client's Wishes are Executed Client Involvement

09:15 – 10:15	Understanding Wills and Trusts
	Non-Tax Reasons for Having an Estate Plan Drafting (Fiduciaries, Forms and Clauses) Living Trusts (Revocable vs. Irrevocable) Joint Ownership Funding a Trust Qualified Personal Residence Trusts Asset Protection Trusts Irrevocable Trusts and Life Insurance

10:15 – 10:45	Basics of Probate
	What's Included (Non-probate transfers, holding title, life insurance, employee benefits, annuities, business assets) Advantages of Living Trusts Creditor's Claims

10:45 – 11:15	Potential Tax Pitfalls
	Estate & Gift Taxes Marital Deduction Considerations Transfer Taxes (*Generation-skipping)

11:15 – 11:30	Break

11:30 – 12:00	Preparations for Incapacity
	Financial/Medical Powers of Attorney Advance Health Care Directives Asset Protection/Protecting Client's Children

12:00 – 12:15	Charitable Giving Considerations
	Wealth Transfer Charitable Tax Deduction Lead and Remainder Trusts, Gift Annuities

CLE Course Speakers: Milton D. Abowitz

Attorney Milton D. Abowitz

The Law Offices of Milton D. Abowitz - Philadelphia, PA

Education

Temple University BA Political Science Major 1959
University of Pennsylvania Law School LLB 1962
New York University School of Law LLM in Taxation 1967

Experience

Internal Revenue Service 1962 - 1967 Represented the Internal Revenue Service in the audit of Federal Estate Tax Returns and Federal Gift Tax Returns

Live CLE • Estate Planning Basics

March 8, 2012 • Philadelphia, PA

Credits:

Total PA CLE credits: 3 hours

This course has been approved by the Pennsylvania State Bar.

Location:

Crowne Plaza Philadelphia Downtown

1800 Market Street
Philadelphia, Pennsylvania 19103

Directions

Note: Parking is on your own.

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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