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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
- Essential Will and Trust Drafting
- Special Needs Trusts and Medicaid Planning
- Essential Tax Tactics
- Legal Ethics
- Probate in a Nutshell: What to Expect
- Financial and Medical Decision-Making, Guardianships
- Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Arkansas CLE |
|
6 Total | 06-30-2026 |
Select Jurisdiction
CLE
Agenda
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Essential Will and Trust Drafting
- Client Intake and Crafting the Overall Plan
- Wills vs. Trusts
- Top Trusts to Use
- Drafting Essential Provisions (With Sample Language)
- Fiduciary Powers
- Distributions
- Special Clauses
-
Special Needs Trusts and Medicaid Planning
- Medicaid Eligibility Criteria
- Medicaid Planning Tools
- Types of Special Needs Trusts
- Essential SNT Provisions
- Preserving Benefits
- ABLE Accounts
-
Essential Tax Tactics
- Current State and Federal Tax Rates and Exclusions
- Tax Tactics for Small vs. Large Estates
- Valuation of Assets
- Taxation and Tax Consequences of Trusts
-
Legal Ethics
- Who Is Your Client?
- Conflicts of Interest
- Joint Representation of Spouses
- Client Capacity
- Effective Communication
- Practicing Before the IRS
- Attorney Fees, Engagement Agreements, and Client Trust Accounts
- Preventing UPL
-
Probate in a Nutshell: What to Expect
-
Financial and Medical Decision-Making, Guardianships
- Choosing the Right Proxies
- "Dangerous" Powers
- Adult Guardianships
- Medical POAs and Advance Directives
-
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
Speaker bio
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.
Speaker bio
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, and business formation. 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.
Speaker bio
Wallace R. Nichols
, Esq., MBA, JD, CFP®, is the Founder and Principal of Asset Guidance Group, LLC, a registered investment advisory firm based in Roswell, Georgia, established in January 2012. With over 30 years of legal practice since his first licensure in 1993, Mr. Nichols is an accomplished estate planning attorney licensed in the federal and state jurisdictions of Arizona, the District of Columbia, and Georgia, including bankruptcy courts. His practice focuses on estate planning and elder law, expertly integrating traditional finance with digital asset strategies, such as Bitcoin and Ethereum, to address client concerns like inflation, taxes, and potential Social Security reductions for those aged 55 and older. Holding an MBA from Texas Tech University, a J.D. from the University of New Mexico, and a B.S. from Angelo State University, Mr. Nichols also carries FINRA Series 7 and 66 licenses and is registered as an investment advisor with the SEC and Georgia Secretary of State. As a financial and legal educator, he publishes market insights under "The Lighthouse" on assetguidancegroup.Substack.com, leveraging his extensive experience in macroeconomic trends, forex, and cryptocurrencies to empower a national clientele amid the Trump Administration's deregulatory landscape.
Speaker bio
Don D. Ford, III
is the managing partner with the law firm of Ford + Bergner LLP, and is board-certified in estate planning and probate. He is Ad Litem, Probate Court in Texas. Mr. Ford lectures to various professional groups on tax and estate planning, probate, and guardianships topics, and practices exclusively in these areas. In 2014, he was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission as a subject-matter expert in the area of guardianships. Additionally, Mr. Ford served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. He has also served on the editorial board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. Mr. Ford is a Certified Mediator, Straus Institute of Dispute Resolution, Pepperdine University School of Law (Mediation Certification Program). He earned his J.D. and B.B.A. in Accounting from Baylor University, and completed several post-graduate courses in pursuit of a Masters in Taxation. Mr. Ford is a member of the Judicial Branch Certification Commission, Commissioner, 2014 to Present, Real Estate, Probate & Trust Law Section, Member, 1999 to Present, Texas Guardianship Association, Oddities and Challenges in Texas Probate, Faculty and Planning Committee, Houston Attorneys in Tax and Probate, Disability and Elder Law Attorneys' Association, American Bar Association, American Bar Association, Real Property, Probate, and Trust Law Section, Houston Bar Association, Houston Bar Association (Law Practice Management Section), Houston Young Lawyers' Association, State Bar of Texas, Crystal Shores East Homeowners' Association (Board of Directors), The Joshua Foundation, Board Member, Dallas Bar Association and the Dallas Bar Association (Probate Section). He is admitted to practice in Texas.
Speaker bio
Daniel Del Collo, III
is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.
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