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