How to Navigate Estate Planning & Trust Administration Under the “New Tax Law”

advanced legal training institute presents

Seminar Title:

How to Navigate Estate Planning & Trust Administration
Under the “New Tax Law”

Overview of the Course:

Additional Information:
Advanced Legal Training Institute’s new, 3-part seminar series on the 2010 Tax Relief Act (the “New Tax Law”) signed by President Obama on December 17, 2010, provides a comprehensive and useful explanation of what practitioners need to consider for planning, drafting and administering trusts and estates in 2011 and beyond. This seminar series offers you a chance to get the tools, techniques, advice and training that you need right now to draft, implement and administer your clients’ estate plans. This seminar series, upon completion, will answer your questions regarding the changes in the income, estate, gift, and generation-skipping tax changes made by the “New Tax Law”.

Our presenter, Frank Doyle, will inform you of both the benefits and the traps presented by the “New Tax Law” so that you can better protect yourself in drafting plans as well as better serve your clients. This 3-part live seminar series is designed so that you can study the estate planning and administration implications of the “New Tax Law” in a comfortable, interactive classroom setting where your individual questions will be answered.

This 1-day seminar includes an introduction and overview of the “New Tax Law” as it pertains to decedents who died in 2010, you will learn about the interplay between the federal estate tax system and the “step up” in basis rules for income tax purposes. Additionally, you will get an overview of the implications of the “New Tax Law” on existing estate plans. We will review both the opportunities and traps pertaining to lifetime gifts made in 2010 and the implications of the “New Tax Law” on gifts made in 2011.

We will discuss what estate planning techniques are still available in the wake of the “New Tax Law” and how to do Generation-Skipping-Tax planning for 2011 and 2012. Finally, we will review the implications of the potential temporary (2-yr) term of the “New Tax Law”. The program is divided into three parts as follows:

Part 1:
“Introduction to Estate Planning & Administration
Under the ‘New Tax Law’ “

Part 2:
“Drafting Estate Plans in View of the ‘New Tax Law’ “

Part 3:
“Administrating Estates & Trusts Under the ‘New Tax Law’ “

During the final part of the  seminar you will learn how to develop, prepare and draft specific provisions under the “New Tax Law”. We will provide the forms and the opportunity for you to have a hands-on, interactive practice session to learn the tools you need to know  in order to draft effective estate planning documents under the “New Tax Law”. In addition, the seminar will consider the effect of repeal on existing estate planning documents. Among the issues that will be reviewed including interpretation issues, state law fixes, effect of retroactive reinstatement of the estate and GST taxes and specific provisions, which require modification. Learn how to draft and work successfully with these important changes to protect your clients.

Instructor: Francis Burton Doyle, Esq., WealthPLAN

• Member, State Bar of California
• California State Bar Certified Legal Specialist, Taxation Law and Probate, Estate Planning and Trust Law
• Founder, WealthPLAN, 30 years of experience in Tax, Estate-Planning Probate, Trust Administration and Litigation
• Instructor, California Continuing Education of the Bar (CEB) and National Business Institute (NBI)
• Professor; Lincoln Law School of San Jose, Wills & Trusts and Real Property
• Immediate Past President, Santa Clara County Estate Planning Council
• Chair, Planning Committee, Annual Jerry A. Kasner Symposium, Santa Clara University, School of Law
• JD, University of San Francisco Law School, MS, Taxation, Golden Gate University, BA Santa Clara University

MCLE: 6.5 Credit Hours (CalBar Approved Provider No. 13751) Advanced Legal Training Institute is a State Bar approved MCLE sponsor and this course qualifies for 6.50 MCLE hours (including 1.5 Legal Ethics).

Package includes: Video DVD & Seminar Workbook

Tuition: $350.

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

Order the Seminar Package (Video DVD & Comprehensive eStudy Guide)
$350.

Additional Seminar Information

Seminar Written Materials
As a registered participant, you will receive a professionally prepared Seminar Workbook with the seminar recording. The Seminar Workbook will help you learn and remember everything that is covered during the seminar. It is a valuable reference tool designed to help you understand the concepts and nuances of the axioms.

Continuing Education Credit
Advanced Legal Training Institute is a State Bar approved MCLE sponsor and this course qualifies for 6.50 MCLE hours (including 1.5 of legal ethics). Please remember to indicate your license number, ID or other necessary information on the online order form, as this will ensure timely reporting of continuing education credit.

Each seminar recording has been edited and formatted to provide the most timely, relevant and effective continuing legal education available. Listen to your  Video DVD Interview/Seminar Recording on your home/office computer, inside your car during commute or travel time and/or downloaded to your iPod. This  recording provides a strong foundation to both expand and enhance the practice of estate planning and trust administration.

Our Mission
Advanced Legal Training Institute is dedicated to helping attorneys meet their Continuing Legal Education (CLE) hours in a simple “All-Your-MCLE-in-a-Box” system. We offer the most relevant, state-of-the-art legal education available, including:

• Live and recorded MCLE seminar & teleseminar packages (half-day and full-day)
• Audio CD & Video DVD self-study materials, seminar workbooks & forms
• Speaking & in-house customized training services for law firms, executives and corporate counsel
• Consulting & coaching services including complex estate planning techniques, law firm development & business succession planning
• Estate Planning Updates

Contact Information

Online: advancedlegaltraininginstitute.com
E-mail: customerservice@advancedlegaltraininginstitute.com
Phone: 650.960.3772 Fax: 650.960.3773

copyright 2006-2011. advanced legal training institute. all rights reserved.