Integrated Estate Planning: “The Basic Course”

advanced legal training institute presents…

Agenda for the Advanced Legal Training Institute Seminar entitled:

INTEGRATED ESTATE PLANNING SEMINAR SERIES I-IV:
Seminar I: “The Basic Course”

• Overview of Seminar, Presenter & MCLE Credit
• Critical Issues on the Agenda & Course Outline
• AudioCD Descriptions

Integrated Estate Planning Seminar Series I-IV:

• Seminar I:  The Basic Course
• Seminar II: The Advanced Course
• Seminar III: Trust Administration
• Seminar IV: End-of-Life Planning: Living Wills, Medical Directives, Conservatorships, Special Needs Trusts & Preserving a Client’s Legacy

Overview of Seminar, Presenter & MCLE Credit
Integrated Estate Planning Seminar Series: Seminar I: “The Basic Course”
Seminar Leader: Francis Burton Doyle, Esq., WealthPLAN
MCLE 6.5 Credit Hours, including 1.5 Credit Hours of Legal Ethics (CalBar Approved Provider No. 13751)
(4-CD Audio Set + Seminar Workbook) $350.

The content of this one-day seminar includes both the legal and ethical aspects of estate planning. It is designed to improve each attendee’s knowledge and techniques in providing client’s with a basic legal foundation for their estate plan.  Each participant will learn how to design, draft and implement creative solutions to meet a client’s estate planning objectives and learn how to avoid costly errors and omissions. This course focuses on fundamental concepts and principals associated with wills, trusts, durable powers of attorney, life insurance, annuity and employee benefit beneficiary designations, medical directives and living wills. “The Basic Course” includes a discussion of the important changes in both case law and legislation, and has been designed in tandem with the Advanced Course, which focuses on more sophisticated estate planning techniques.

Critical Issues on the Agenda & Course Outline
Integrated Estate Planning Seminar Series:
Seminar I: “The Basic Course”

I. Fundamental Concepts
Welcome, Introduction & Overview
The Probate Estate
What’s included
Non-probate transfers
Forms of holding title
Life insurance policies
Employee benefits
Annuities
Business assets

II. Community Property Issues
Tax Planning
Income tax
Gift tax
Estate tax
Generation skipping tax
California Real Property tax

III. Asset Protection
Creditor’s Claims in Probate
CCP 366.2
Post Mortem Trust Administration
Trust Beneficiary Asset Protection
Transferee Liability

IV. The Design Process
Gathering Client Information
Questionnaires
The Client Interview
Review of necessary documents
Ascertaining client objectives

Designing the Plan
Incapacity Issues
Durable power of attorney
Nominating conservators
Medical directives

Probate Avoidance
Use of a revocable living trust
Structuring beneficiary designation
Pour over wills

V. Tax Planning
The Survivor’s Trust
The Marital Deduction
The Exemption Trust
The Disclaimer Trust
Qualified Domestic Trusts

VI. Asset Protection
Protection from trustor’s creditors
Protecting children
-from disinheritance
-from their own creditors

VII.  The Revocable Living Trust
Provisions stabling the trust
Provisions regarding revocation and amendment
Distribution of trust property
Trusteeship, removal and succession
Administrative provisions
No contest clauses
Miscellaneous provisions

VIII. Ethical Issues in Estate Planning
Competency
Conflicts of interest

AudioCD Descriptions
Integrated Estate Planning Seminar Series: Seminar I: “The Basic Course”

CD/1 – Fundamental Principles of Will & Trust Drafting

Wills vs. Revocable Trusts (Selecting the Vehicle & Initial Advice to the Client)
The Probate Estate—What’s IncludedNon-Probate Transfers (Forms of Holding Title, Life Insurance Policies, Employee Benefits, Annuities & Business Assets)Interspousal Planning & Basic Community Property IssuesFamily Partnerships & Family Corporations  (The Core Concept & Most Typical Structure)
Basic Tax Considerations (Income Tax, Gift Tax, Estate Tax, California Real Property Tax & Generation Skipping Tax)

CD/2 – The Estate Plan Design Process (The Client Interview, Basic Tax Considerations & Asset Protection)
Gathering Client Information (Questionnaires, The Client Interview, Review of Necessary Documents & Ascertaining Client Objectives)

Asset Protection Planning (Creditor’s Claims in Probate, CCP 366.2, Protecting Children from Disinheritance & Their Own Creditors))

Post Mortem Trust Administration (Trust Beneficiary, Trustee’s Powers, Transferee Liability Records, Accountings & the Compensation of Trustee)

CD/3 – Planning Methods to Control Medical Treatment
Incapacity Issues (Durable Power of Attorney, Nominating Conservators, Medical Directives & Patient Bill of Rights)

Probate Avoidance (Use of a Revocable Living Trust, Structuring Beneficiary Designation  & Pour Over Wills)

Tax Planning (The Survivor’s Trust, The Marital Deduction, The Exemption Trust, The Disclaimer Trust, Qualified Domestic Trusts)

CD/4 – The Revocable Living Trust (Provisions for Establishing the Trust)
Provisions Regarding Revocation and Amendment

Distribution of Trust Property

Trusteeship, Removal and Succession

Administrative Provisions & No Contest Clauses

Miscellaneous Provisions

Ethical Issues in Estate Planning (Competency & Conflicts of Interest)

Summary & Conclusion

CLICK HERE to Order/Purchase the 4-Part Integrated Estate Planning Seminar Series and Seminar Workbook(s)

E-MAIL us with questions or call (650) 960-3772

Additional Seminar Information

Your Instructor

Francis B. Doyle, Esq., WealthPLAN, the presenter, is a member of the State Bar of California and is certified by the California State Bar as a specialist in taxation law and probate, estate planning and trust law. In addition, Mr. Doyle is a frequent lecturer for Lorman Education and National Business Institute (NBI). Mr. Doyle is the founder of WealthPLAN and brings over 30 years of experience in tax, estate planning, probate and trust administration. He is also a professor at Lincoln Law School of San Jose, where he teaches the wills and trusts and real property courses and is a member of the Academic Standards Committee. Mr. Doyle is immediate past president of the Santa Clara County Estate Planning Council. He is Chair of the Planning Committee, Annual Jerry A. Kasner Estate Planning Symposium, Santa Clara University, School of Law. Mr. Doyle presently serves on the Santa Clara University Planned Giving Committee, the Diocese of the San Jose Planned Giving Committee and the Notre Dame HighSchool Endowment Committee. Mr. Doyle is the past president of the Silicon Valley Planned Giving Council and past chair of Planned Giving for the Foundation for Hope. Mr. Doyle received his B.A. degree from Santa Clara University, his J.D. degree from the University of San Francisco Law School and his M.S. degree in taxation from Golden Gate University. Prior to founding WealthPLAN, he was a shareholder at a large San Jose law firm, where he specialized in tax and estate planning, trust administration and trust litigation.

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