Note: This course has been canceled. We apologize for any inconvenience that this may have caused.
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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09:15 – 10:15 |
Understanding Wills and Trusts |
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10:15 – 10:45 |
Basics of Probate |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
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12:00 – 12:15 |
Charitable Giving Considerations |
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Attorney Mason L. Brawley
Temmerman, Cilley & Kohlmann, L.L.P. – San Jose, CA
Mason L. Brawley joined Temmerman, Cilley & Kohlmann, LLP in 2006 and practices exclusively in the areas of estate planning, business planning, trust administration, estate and gift tax return preparation, and property tax planning.
In addition to being an attorney, Mr. Brawley is a licensed CPA. As a former external auditor for a global accounting firm, Mr. Brawley's accounting and finance background complements his legal practice and makes him particularly suited to assisting clients with sophisticated estate and gift tax planning and business planning, as well as counseling fiduciaries regarding the administration of irrevocable trusts.
Mr. Brawley's estate planning practice includes the preparation of revocable trusts, wills, durable powers of attorney, advance health care directives, and related estate planning documents. He also has experience drafting and implementing irrevocable life insurance trusts (ILITs), intentionally defective grantor trusts (IDGTs), and special needs trusts (SNTs). In addition, he represents trustees in all aspects of trust administration and regularly prepares federal estate tax returns (Form 706) and federal gift tax returns (Form 709).
Mr. Brawley's business planning practice includes business counseling, succession planning, and formation of business entities including liability companies, corporations, and partnerships. In addition, Mr. Brawley counsels individuals and businesses regarding transferring real property in a manner which avoids or minimizes reassessments for property tax purposes.
Professional Organizations/Memberships
Member, State Bar of California, Trusts and Estates Section
Member, Silicon Valley Bar Association
Licensed C.P.A., California State Board of Accountancy
Education
Juris Doctor, Santa Clara University, 2007
Recipient of CALI Excellence for the Future Award for Achievement in the Study of Contracts
Bachelor of Science, Business Administration, California Polytechnic State University, 2001
Minor, Economics, 2001
Attorney Christine M. Kouvaris
Temmerman, Cilley & Kohlmann, L.L.P. – San Jose, CA
Christine M. Kouvaris joined Temmerman, Cilley & Kohlmann, LLP in 2004 and specializes in the areas of estate planning, trust and decedent's estate administration, probate, conservatorships, and guardianships.
Ms. Kouvaris' practice emphasizes trust and decedent estate administration, including representation of trustees, personal representatives, and beneficiaries from the beginning to the end of a trust administration or probate matter. She also assists trustees and personal representatives with preparation of trust and estate accountings and preparation of gift tax and estate tax returns. Her practice also includes the preparation of living trusts, wills, durable powers of attorney, advance health care directives, and related estate planning documents, as well as advice regarding tax planning.
Ms. Kouvaris' practice also includes conservatorship and guardianship matters, beginning with the establishment of a conservatorship or guardianship matter in the court system or providing representation to a client with a pre-existing conservatorship or guardianship matter.
Ms. Kouvaris is available to meet with clients at her office or at a location of their convenience.
Professional Organizations/Memberships
Member, State Bar of California, Estate Planning, Trust and Probate Law Section
Member, Silicon Valley Bar Association
Member, Executive Committee
Former Co-Chair, New Attorneys Group
Education
Juris Doctor, Santa Clara University School of Law, (2004)
Articles Editor, Santa Clara Law Review
Recipient of CALI Excellence for the Future Award in Children and the Law
Bachelor of Arts, University of British Columbia, (2000)
Live CLE • Estate Planning Basics
March 8, 2012 • Sacramento, CA
Total CA CLE credits: 3 hours
This course has been approved by the State Bar of California.
DoubleTree by Hilton Hotel Sacramento
2001 Point West Way
Sacramento, California 95815
Note: Parking is on your own.
Start 08:45 AM – Finish 12:15 PM
$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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