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Trusts, Estates & Probate

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10 Things New Trusts and Estates Attorneys Need to Know

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Catherine Moore
Merlaine Mosley
Brittney Shearin
Bailey Humphries
James Koewler
Jessica Plummer
Saul Abrams
With Catherine Moore from Kembell Woods & Martinsen, LLP + 6 others

Mon, Jun 15, 00:00 AM – 00:00 PM

Product ID 102005

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Overview

Build the Foundation of Your Trusts and Estates Practice

Whether you're new to Trusts and Estates or you've practiced for years, you know how steep the learning curve is. The essential planning approaches and tools are constantly evolving. This practical guide gets right to the point and provides a time-tested foundation - updated with today's resources and rules - to help you offer your clients the most solid and timely advice right now. Register today!

  • Brush up on the latest laws, rules, and IRS guidance.
  • Choose the right trust structure for each client's unique circumstances and needs.
  • Build your will and trust knowledge with a foundational guide to key provisions.
  • Tackle common problem scenarios and get solutions you can use immediately.
  • Find effective ways of planning for aging and disability issues.
  • Learn to navigate government agency procedures.

Abbreviated Agenda

  1. What You Need to Know about Asset Types, Ownership, and Transfer
  2. Intestate Inheritance Laws
  3. Wills Essentials
  4. Top Types of Trusts and Their Uses
  5. Key Tax Laws and IRS Communications
  6. Common Client Mistakes and Problems You're Likely to Encounter
  7. Key Helpful Resources (Where to Find Information)
  8. Agencies You'll Have to Deal With and How to Navigate Their Procedures
  9. Aging and Disability Issues
  10. Legal Ethics of Estate Planning Practice

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Related Topics

Product ID 102005

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. What You Need to Know about Asset Types, Ownership, and Transfer

  2. Intestate Inheritance Laws

  3. Wills Essentials

    1. Beneficiary Designations
    2. Key Provisions Reviewed
    3. Wills vs. Trusts

  4. Top Types of Trusts and Their Uses

    1. Main Trust Concepts and Governing Law
    2. Revocable vs. Irrevocable
    3. Trustee Duties and Powers
    4. Special Use Trusts
    5. Essential Provisions
    6. Tax Considerations

  5. Key Tax Laws and IRS Communications

    1. Federal Tax Update
    2. Key Tax Planning Priorities
    3. Essential IRS Forms and Procedures
    4. How to Keep Up With the Latest IRS Guidance and Enforcement Initiatives

  6. Common Client Mistakes and Problems You're Likely to Encounter

    1. Common Family Dysfunctions
    2. Questionable Tactics Clients May Ask You About
    3. Other Issues

  7. Key Helpful Resources (Where to Find Information)

    1. Finding Property Records
    2. Locating Individuals
    3. Sources of Law
    4. Property Appraisal/Valuation
    5. Sample Forms and Questionnaires
    6. Other Practice Resources

  8. Agencies You'll Have to Deal With and How to Navigate Their Procedures

  9. Aging and Disability Issues

  10. Legal Ethics of Estate Planning Practice

    1. Who is Your Client?
    2. Conflicts of Interest
    3. Attorney Fees
    4. Confidentiality
    5. Clients With Diminishing Capacity

Who Should Attend

This practical estate planning guide is designed for attorneys. It will also benefit accountants, tax professionals, trust officers, paralegals, and other professionals working with trusts and estates.

Speakers

Catherine Moore
Catherine
Moore
Kembell Woods & Martinsen, LLP
Merlaine Mosley
Merlaine
Mosley
Law Mosley, P.C.
Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
Bailey A Humphries
Bailey A.
Humphries
McGuire Wood & Biessette, P.A.
James L Koewler Jr.
James L.
Koewler, Jr.
The Koewler Law Firm
Jessica Plummer
Jessica
Plummer
Hicks-Guinn Law
Saul B Abrams
Saul B.
Abrams
Fedder and Garten
Speaker bio
Catherine Moore

Catherine Moore

Kembell Woods & Martinsen, LLP
Catherine Moore

is of counsel at Kembell Woods & Martinsen, LLP. She focuses her practice on estate planning, trust and probate administration, business succession planning, and mediation. Ms. Moore earned her J.D. degree from the University of Missouri at Kansas City, a LL.M. in alternative dispute resolution from the University of Missouri – Columbia and LL.M. in taxation from the University of Missouri at Kansas City. Ms. Moore currently serves as the chair of the Missouri ADR Committee and is a board member of the Ozarks Technical Community College Board of Trustees. She is a past chairman and board member of the Springfield Branson National Airport, the Springfield Greene County Library and the Junior League of Springfield. She has also served on many community boards including Isabel's House Crisis Nursery of the Ozarks, Child Advocacy Center and the Springfield Ballet. Ms. Moore is a private pilot holding single engine, multi engine and instrument ratings. She is admitted to practice law in Kansas, Missouri and Arkansas.

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Speaker bio
Merlaine Mosley

Merlaine Mosley

Law Mosley, P.C.
Merlaine Mosley

is an attorney at her practice, Law Mosley, P.C., located in Ames, Iowa. She focuses on wills, trust administration, asset protection, probate, elder law, and Medicaid planning. Ms. Mosley earned her bachelor's degree from the University of Florida and her J.D. degree from Drake University Law School. She is licensed to practice law in the state of Iowa.

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Speaker bio
Brittney Shearin

Brittney Shearin

Lawyers With Purpose®
Brittney Shearin

is a legal-technical attorney with a passion for estate planning. She currently serves as the director of legal education at Lawyers with Purpose®, a national membership organization for estate planning attorneys. Ms. Shearin is also the product owner of STEPS™, LWP's proprietary estate planning and Medicaid qualification software. From 2015 to 2020, she honed her expertise as a drafter and practicing estate planning attorney, cultivating a deep appreciation for the art and technical precision involved in drafting estate plans. Ms. Shearin earned her B.A. degree from Wilkes University and her J.D. degree from Syracuse University College of Law. She is admitted to practice law in New York.

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Speaker bio
Bailey A Humphries

Bailey A. Humphries

McGuire Wood & Biessette, P.A.
Bailey Humphries

is an attorney at McGuire Wood & Bissette, P.A., where she focuses her practice on estate and trust administration. She assists families and loved ones in navigating all aspects of the administration process, including court filings, asset identification and marshaling, debt resolution, tax coordination, and the distribution of assets to beneficiaries. Ms. Humphries regularly works on complex matters involving minor or disabled beneficiaries, business interest transitions, and creditor concerns, and she collaborates closely with financial advisors and accountants to ensure accurate asset valuation and timely tax filings. Her practice is guided by a commitment to simplifying the probate and trust administration process for clients during times of loss. Ms. Humphries is admitted to practice law in North Carolina. She earned her Juris Doctor from the University of South Carolina Joseph F. Rice School of Law and her Bachelor of Science from Clemson University. 

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Speaker bio
James L Koewler Jr.

James L. Koewler, Jr.

The Koewler Law Firm
James Koewler

is the founder of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and veterans disability. He is a member of the Ohio State, American, Cleveland Metropolitan and Akron bar associations. Mr. Koewler is a member of the National Academy of Elder Law Attorneys and the Life Care Planning Law Firms Association. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.

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Speaker bio
Jessica Plummer

Jessica Plummer

Hicks-Guinn Law
Jessica Plummer

is the senior managing attorney at Hicks-Guinn Law, where she focuses her practice on estate planning, personal injury and estate administration. She is admitted in North Carolina. Ms. Plummer earned her B.S. degree from North Carolina A&T State University and her J.D. degree from University of South Carolina School of Law.

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Speaker bio
Saul B Abrams

Saul B. Abrams

Fedder and Garten
Saul Abrams

is of counsel at Fedder and Garten. He advises clients on taxation, business planning, choice of entity, and estate planning. Mr. Abrams is particularly familiar with the overlapping tax, business, and estate planning issues, which overlap and interact concerning closely held family businesses. He also has extensive experience with cross-border tax matters, with current and prior experience advising Canadians and other foreign nationals about the most efficient and beneficial approach to U.S. tax matters. Mr. Abrams has previously practiced with nationally and internationally recognized firms and clerked for Judge Mark V. Holmes of the United States Tax Court. He is admitted to practice law in Maryland.

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