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 Mark J. Morrise
Callister Nebeker & McCullough – Salt Lake City, UT
Mark J. Morrise is a shareholder with the Salt Lake City law firm of Callister Nebeker & McCullough, where his law practice focuses on trusts and estates, estate and gift tax planning, trust and estate administration, asset protection, charitable planning, planning for closely held businesses, and legacy planning. He assists clients with traditional estate plans and also counsels high net worth clients in the use of sophisticated planning techniques, including family LLCs and limited partnerships, sales to irrevocable grantor trusts, and grantor-retained annuity trusts (GRATs).
A fellow of the American College of Trust and Estate Counsel and a Certified Legacy Advisor, Mr. Morrise is a frequent presenter at estate planning seminars, and has published articles on estate planning in Zions Community Magazine and the "Money" section of Salt Lake Magazine. He is also the author of two websites, www.utahestateplans.com and www.utahprobate.com, which deal with estate planning issues. Mr. Morrise earned his B.S. degree, magna cum laude, from Brigham Young University, and his J.D. degree from the J. Reuben Clark Law School at BYU. He is a past chair of the Estate Planning Section of the Utah State Bar, and a member of the Salt Lake Estate Planning Council and a member of the board of the Salt Lake City chapter of the Society of Financial Service Professionals. In his spare time, he sings baritone with the Utah Symphony Chorus.
Attorney Scott M. McCullough
Callister Nebeker & McCullough – Salt Lake City, UT
Scott’s practice includes tax, estate and business planning; including the creation of wills and trusts, probate, creation of business entities, asset protection strategies and charitable or tax exempt organizations. Scott’s practice assists clients in a broad range of situations to minimize taxes, protect business and personal assets, and plan for the needs of their businesses and families in the future.
Memberships
Utah State Bar Association
American Bar Association
Salt Lake Estate Planning Council
Education
Brigham Young University, J.D.
Utah State University,
B.S., Business Management
Practice Areas
Tax & Estate Planning
Live CLE • Estate Planning Basics
March 13, 2012 • Salt Lake City, UT
Total UT CLE credits: 3 hours
This course has been submitted for approval to the Utah State Bar-final approval pending.
Radisson Hotel Salt Lake City Downtown
215 West South Temple
Salt Lake City, Utah 84101
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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