AR Specific

Trusts, Estates & Probate

Live Online

Estate Planning in Arkansas: From A to Z

Credits Available
Credit Status Total
Arkansas CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Harvey Harris
Paul White
With Harvey Harris from Harris Law Firm + 1 other

Mon, Jun 15, 00:00 AM – 00:00 PM

Product ID 101811

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

Save $100 when you buy 2 or more seats!

OnDemand content will be available within 7 days of event date.

or
Upgrade to Unlimited CLE and Get This Course
$129/Month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Get Critical Tools for Shaping Your Clients' Legacies

This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today!

  • Explore the top types of wills and trusts used in the practice, and pick the right one for each client.
  • Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure.
  • Prevent POA abuse through wise choice of proxy and careful drafting.
  • Help clients plan for medical decision-making and diminishing capacity.
  • Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden.
  • Spot common mistakes that will land you in hot water in joint representation of spouses.

Abbreviated Agenda

  1. Essential Will and Trust Drafting
  2. Special Needs Trusts and Medicaid Planning
  3. Essential Tax Tactics
  4. Legal Ethics
  5. Probate in a Nutshell: What to Expect
  6. Financial and Medical Decision-Making, Guardianships
  7. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 101811

Credit Details

Credits Available
Credit Status Total
Arkansas CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Essential Will and Trust Drafting

    1. Client Intake and Crafting the Overall Plan
    2. Wills vs. Trusts
    3. Top Trusts to Use
    4. Drafting Essential Provisions (With Sample Language)
      1. Fiduciary Powers
      2. Distributions
      3. Special Clauses

  2. Special Needs Trusts and Medicaid Planning

    1. Medicaid Eligibility Criteria
    2. Medicaid Planning Tools
    3. Types of Special Needs Trusts
    4. Essential SNT Provisions
    5. Preserving Benefits
    6. ABLE Accounts

  3. Essential Tax Tactics

    1. Current State and Federal Tax Rates and Exclusions
    2. Tax Tactics for Small vs. Large Estates
    3. Valuation of Assets
    4. Taxation and Tax Consequences of Trusts

  4. Legal Ethics

    1. Who Is Your Client?
    2. Conflicts of Interest
    3. Joint Representation of Spouses
    4. Client Capacity
    5. Effective Communication
    6. Practicing Before the IRS
    7. Attorney Fees, Engagement Agreements, and Client Trust Accounts
    8. Preventing UPL

  5. Probate in a Nutshell: What to Expect

  6. Financial and Medical Decision-Making, Guardianships

    1. Choosing the Right Proxies
    2. "Dangerous" Powers
    3. Adult Guardianships
    4. Medical POAs and Advance Directives

  7. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Harvey Harris
Harvey
Harris
Harris Law Firm
Paul White
Paul
White
The Law Office of Paul D. White, P.A.
Speaker bio
Harvey Harris

Harvey Harris

Harris Law Firm
Harvey Harris

is a sole practitioner in the Harris Law Firm. He practices in the areas of wills, estates, tax issues and civil litigation. Mr. Harris earned his B.A. degree from Centenary College and his J.D. degree from the University of Arkansas at Little Rock. He is a member of the Arkansas, American and Pulaski County bar associations, as well as the Central Arkansas Estate Council, the National Association of Subrogation Professionals and the Arkansas Trial Lawyers Association.

View full profile
Speaker bio
Paul White

Paul White

The Law Office of Paul D. White, P.A.
Paul White

currently operates The Law Office of Paul D. White, P.A., where he practices in the areas of probate, estate planning, real estate law, business formation, and VA benefits. He received his undergraduate degree from Ouachita Baptist University in Arkadelphia, Arkansas and his J.D. degree from the University of Arkansas at Little Rock School of Law.

 

 

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us