In this December 10, 2014, 2.5 hour presentation, Steven G. Siegel gives a practical introduction to estate planning. This program is geared for those attorneys who are not yet experts in this area of practice. Mr. Siegel is a nationally-recognized tax and estate planning adviser, author and speaker. 

Major topics include:

Why Estate Planning?    
Getting Started: The Questionnare And Interview   
Elements Contained (Or To Be Considered) In Every Will    
Using Trusts In Estate Planning     
How Does The Federal Estate Tax System Work?    
Addressing The Types Of Property Interests Likely To Be Owned By A Client    
Basic Tax Issues To Consider In Developing An Estate Plan  
Elementary Documents To Address With Every Client    

SUGGESTED FORMS: Fully-editable forms prepared by Mr. Siegel for your immediate and unlimited use relating to this topic are available at www.NLFforms.com. Under the “Estate Planning,” “Trusts” and “Wills” categories, you will find many helpful Forms, including many drafted by Mr. Siegel.

BOOKS FOR LAWYERS: THIS COURSE BOOK,  and over 125 other useful books, are available for immediate download and use at our web site, www.NLFforms.com. (Please note that reading course books without listening to, or viewing, the course earns NO CLE/MCLE credits.)