|
Are you interested in providing estate planning advice to your existing
clients or trying to develop an estate planning practice? If so, you will want
to listen to this program. The 125-page course book and DVDs of this 3.3-hour December 3, 2007 program by Steve G. Siegel are
intended for attorneys who would like to begin to offer estate planning
services. It covers the relevant Federal, but not state, laws.
Mr. Siegel, President of The Siegel Group, a national consulting firm based in
Morristown, NJ, covers these important topics:
ü What Is An Estate Plan?
ü Getting Started: The Questionnaire And Interview
ü Elements Contained (Or To Be Considered) In Every Will
ü Using Trusts In Estate Planning
• basic elements • living trusts
• testamentary trusts • special situation trusts
ü How Does The Federal Estate Tax System Work?
• property included in the gross estate
• deductions from the gross estate
• credits against the estate tax
ü Addressing The Types Of Property Interests Likely To Be Owned By A Client
• joint property • life insurance policies
• retirement plan benefits • handling owners of a business
ü Basic Tax Issues To Consider In Developing An Estate Plan
• unlimited marital deduction • unified credit bypass trusts
• basic lifetime gifting strategies
ü Elementary Documents To Address With Every Client
• last will and testament • living trust
• durable power of attorney • living will and health care proxy
ü BONUS: The course book includes 7 Sample FORMS!
• Short-Form Client Questionnaire – 1 page
• Long-Form Client Questionnaire – 7 pages
• Simple Will – 13 pages
• Living Trust – 15 pages
• Pour-Over Will – 5 pages
• Durable Power of Attorney – 9 pages
• Health Care Directive – 7 pages
FORMS: To download forms relating to these topics, please go to
www.NLFforms.com
|
