Live Video Webcast Rebroadcast

Estate Planning Basics

June 7, 2012

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

30 min.	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

60 min.	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

30 min.	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

30 min.	Potential Tax Pitfalls
	Estate & Gift Taxes Marital Deduction Considerations Transfer Taxes (*Generation-skipping)

15 min.	Break

30 min.	Preparations for Incapacity
	Financial/Medical Powers of Attorney Advance Health Care Directives Asset Protection/Protecting Client's Children

15 min.	Charitable Giving Considerations
	Wealth Transfer Charitable Tax Deduction Lead and Remainder Trusts, Gift Annuities

CLE Course Speakers: Christopher B. Johnson • Datan Z. Dorot

Attorney Christopher B. Johnson

U.S. Trust – Pasadena, CA

Christopher B. Johnson has joined U.S. Trust as a Senior Vice President and Senior Trust Officer, serving Southern California high net worth and ultra high net worth families in their wealth transfer planning and with trust services.

He is a 1994 graduate of Pepperdine University School of Law in Malibu, California. He was a Dean's Scholar, and an extern at the legal department of Toyota Motor Sales, U.S.A., and for the Honorable Barry Russell, Judge of the U.S. Bankruptcy Court and Bankruptcy Appellate Panel. He graduated with a Bachelor of Arts in Communications from Wheaton College in 1991. He is admitted to practice in all California state courts and the United States District Court, Central District.

Prior to establishing his own practice and acting in an association of counsel role to prestigious law firms in Southern California, he was a founding member of the Arroyo Law Group, Russakow | Ryan | Johnson, and his own estate planning and probate practice in Pasadena, as well as a civil litigation lawyer for the Law Office of Errol Berk in Ventura. He has appeared on NBC-TV news and radio programs to discuss estate planning and probate issues. He is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, and the City of Hope Music and Entertainment Industry Committee.

Attorney Datan Z. Dorot

Dorot & Bensimon, P.L. – Miami, FL

Datan's legal background encompasses a wide range of estate planning, business planning and taxation law – both domestic and international.

Datan has authored several tax-related articles which have been published in various legal journals. Datan has also conducted lectures on various international tax matters and estate planning. Datan has been awarded the prestigious 2009-2010 Tax Fellowship from the Tax Section of the Florida Bar and has been named a “Rising Star” in the legal field by SuperLawyer Magazine.

Datan is a member of the Tax Section of the Florida Bar and the Real Property Probate and Trust Law Section of the Florida Bar. Datan serves on the Executive Committee of the Leadership Development Institute of the Greater Miami Jewish Federation.

Live Video Webcast CLE Estate Planning Basics

Credits:

Pending approval in the following states:

DE-3.25	NJ-3.25
GA-3.25	NY-3.25
IL-3.25	NC-3.25
KS-3.25	OK-3.25
MN-3.25	TN-3.25
NV-3.25	WI-3.25

Approved in the following states*:

AL-3.3	KY-3.25(1)	PA-3.25	VT-3.25
CA-3.25	MO-3.9	RI-3.5	WA-3.25
FL-5(.5)	MS-3.3	SC-3.25
ID-3.25	NM-3.2	TX-3.25
IA-3.25	NE-3.25	UT-3

• The numbers in parentheses denotes ethics hours.
• The states in red are self-study credits only.

Location:

Live Webinar

Date:

June 7, 2012 (Rebroadcast)

Time:

Eastern	03:00 pm - 06:15 pm
Central	02:00 pm - 05:15 pm
Mountain	01:00 pm - 04:15 pm
Pacific	12:00 pm - 03:15 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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