Audio CD + Course Book

Firearms in Estate Planning and Administration

Audio CD + Course Book

Copyright Date:

June, 2018

Product ID#:


Audio + Course Book

Credit Information

Continuing Legal Education

  • NH CLE - 6.60
From Event: Firearms in Estate Planning and Administration, held June 2018.

Program Description

Firearms in estate planning need extra attention to make sure you, your client and the beneficiaries inheriting the firearms are abiding by the intricate nuances of firearm law, especially after all the recent legislative and administrative changes. With the myriad of changing rules and regulations, if a firearm is transferred improperly or to an improper transferee, fines and jail time are a real possibility. Get a clear view of the gun rights, requirements and restrictions that impact your clients and your practice. This legal guide will cover types of firearms, improper transfers and legal ownership of firearms. It will also offer an objective legal analysis of the use of inter-vivos and testamentary transfers and trusts that will allow your clients to successfully and legally transfer these unique assets to their intended beneficiaries. Order today!

Course Content

  1. Gun Laws and Firearms Designations
  2. NFA Firearms: Categories, Registration and Possession
  3. Transfers of Firearms: Key Rules and Tools
  4. Legal Ethics
  5. Gun Trusts: Drafting and Administration
  6. Firearms in Estate Administration

Continuing Education Credit

Continuing Legal Education – CLE: 6.60 NH - Credit Approval Expiration 06/26/2021 *

* denotes specialty credits

Agenda / Content Covered

  1. Gun Laws and Firearms Designations
    8:30 - 10:15, Jeffery Mannarini
    1. Key Firearms Designations to Understand: Title I, Title II, Antiques, Accessories, Curios and Relics
    2. Title I State Firearms Control Assistance (the "Original" Gun Control Act)
    3. Title II National Firearms Act (NFA)
    4. ATF Regulation 41F
    5. State and Local Laws, Rules, and Issues
    6. Removing Firearms from the NFA as Collectibles
    7. Firearms Forms
  2. NFA Firearms: Categories, Registration and Possession
    10:30 - 11:30, Jeffery Mannarini
  3. Transfers of Firearms: Key Rules and Tools
    11:30 - 12:30, Jeffery Mannarini
    1. NFA Transfer Rules and Compliance Issues
    2. Choice of Transfer Tools
      1. Inter-Vivos vs. Testamentary
      2. Gun Trust vs. Business Entity
      3. Gun Trust vs. Conventional Living Trust
    3. State Firearm Permissions, Registration, and Transfer Rules
    4. NICS (National Instant Criminal Background Check System) Verification
    5. Gifting and Sale Requirements, Formalities, Implications
    6. Documenting Transfers
  4. Legal Ethics
    1:30 - 2:30, Jeffery Mannarini
    1. Attorney and Adviser Liability
    2. Conflicts of Interest
    3. Protecting Confidentiality
    4. Attorney Fees and Engagement Agreements
  5. Gun Trusts: Drafting and Administration
    2:45 - 3:45, Dwight D. Sowerby
    1. Gun Trust Basics and Requirements
    2. Definition of "Responsible Person"
    3. CLEO (Chief Law Enforcement Officer) Notification Rules
    4. Review/Analysis of a Gun Trust Sample Agreement
    5. NFA Trust Accompanying Documents
    6. The Multi-Generational AP Gun Trust
    7. Multi-State Ownership Issues
    8. Gun Trust Administration Issues
      1. Adding/Removing Trustees and Beneficiaries
      2. Sharing Firearms
      3. Trustee/Beneficiary Liability Issues
      4. Disability, Death and Firearms
  6. Firearms in Estate Administration
    3:45 - 4:40, Dwight D. Sowerby
    1. Registration Issues
    2. Verifying Beneficiary Ability to Own the Firearm
    3. In-State Transfers of Title I Firearms
    4. Selling Estate-Held Firearms: Legal Best Practices
    5. Out-of-State Transfers via a Federally-Licensed Dealer
    6. Procedures for Legally Transferring Title II Firearms
    7. Regular Living Trusts Funded with Firearms: What Must be Done
    8. Gun Trusts in Estate Administration

JEFFERY MANNARINI is an associate attorney with the firm of Forman, Clark, Pockell & Kalinski, P.A. in Londonderry, New Hampshire. He assists clients in business start-up and advice, estate planning, and firearm trusts. He received his J.D. from the University of New Hampshire School of Law. He is licensed to practice in New Hampshire. While attending law school, Mr. Mannarini spent a year and a half as a legal intern with SIG Sauer, Inc., a leading firearms manufacturer based in Newington, New Hampshire. Prior to law school, he spent ten years in the film industry, working on films such as Ted, The Social Network, and American Hustle.

DWIGHT D. SOWERBY is the founder of Sowerby Law Office, PLLC, in Amherst, New Hampshire, where he focuses his practice on matters involving elder law and small business law. Mr. Sowerby earned his J.D. degree from Massachusetts Law School in Andover in 1996. Prior to law school, he was a healthcare professional and a licensed nursing home administrator who worked for others in Nashua and Derry until he became the owner/administrator of Northwood Nursing Home in Manchester. Later, Mr. Sowerby acquired nursing homes in Keene, Peterborough, Winchester and Milford. Because of his past experience as a nursing home owner/administrator, he understands and empathizes with the issues his aging clients face. In addition to his elder law practice, he has experience with estate planning, wills, trusts, and Medicaid issues. Mr. Sowerby also has first-hand experience with the challenges involved in running a business, including labor issues, staffing issues, marketing, and payroll, and he provides counsel to small business from start-up to exit. Mr. Sowerby served on a committee tasked with re-writing the New Hampshire statutes on limited liability companies. He is a member of the National Academy of Elder Law Attorneys.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890


Accreditation Details:

Continuing Legal Education

NH CLE: 6.60 Credit Approval Exp
Includes - Ethics: 1.00
NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Additional Format Options


How To Order

Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702