AL Specific

Trusts, Estates & Probate

Live Online

Estate Planning in Alabama: From A to Z

Credits Available
Credit Status Total
Alabama CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Kyle Massengale
Page Ellis
Jennifer McInerney
Joshua Key
Clint Maze
With Kyle Massengale from Wilmer & Lee + 4 others

Thu, Aug 13, 00:00 AM – 00:00 PM

Product ID 102104

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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

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

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Related Topics

Product ID 102104

Credit Details

Credits Available
Credit Status Total
Alabama 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. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities

  3. 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

  4. Probate in a Nutshell: What to Expect

  5. Financial and Medical Decision-Making, Guardianships

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

  6. 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

  7. 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

Who Should Attend

This basic level online seminar is designed for:

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

Speakers

Kyle Massengale
Kyle
Massengale
Wilmer & Lee
Page S Ellis
Page S.
Ellis
Mobile Probate Law
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Joshua Key
Joshua
Key
Key Law, LLC
Clint L Maze
Clint L.
Maze
Wilmer & Lee, P.A.
Speaker bio
Kyle Massengale

Kyle Massengale

Wilmer & Lee
Kyle Massengale

is an attorney with Wilmer & Lee, P.A. in Decatur, Alabama. He has over 30 years of legal experience, primarily focusing on trusts and estates, real estate, corporate law, and trial advocacy. Mr. Massengale earned his J.D. degree from Faulkner University's Thomas Goode Jones School of Law. He is admitted to practice in Alabama and the U.S. Supreme Court. Mr. Massengale also holds a license with the Alabama Real Estate Commission as a realtor. He frequently speaks at seminars for various communities and serves as a board member for NewLife Behavior Prison Ministry.

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Speaker bio
Page S Ellis

Page S. Ellis

Mobile Probate Law
Page Ellis

is a probate attorney with Mobile Probate Law in Mobile, Alabama. She has been practicing for 25 years with her primary areas of practice are probate, estate planning and real estate. Ms. Ellis earned her J.D. degree from the University of Alabama in 2000. She is an active member of the South Alabama Volunteer Lawyers Program.

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Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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Speaker bio
Joshua Key

Joshua Key

Key Law, LLC
Joshua Key

is the owner of his firm, Key Law, LLC. He specializes in estate planning and probate matters. Mr. Key earned his bachelor's degree from Avila University and his J.D. degree from the University of Missouri-Kansas City School of Law. He is admitted to practice law in Alabama.

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Speaker bio
Clint L Maze

Clint L. Maze

Wilmer & Lee, P.A.
Clint Maze

is an attorney at Wilmer & Lee, P.A. He focuses his practice on family law, estate planning and probate, and business law. Mr. Maze earned his B.S. degree from the University of Alabama and his J.D. degree from Cumberland School of Law of Samford University. He is a member of the Huntsville-Madison County Bar Association and Alabama State Bar. Mr. Maze is admitted to practice law in Alabama and before the U.S. District Court, Northern, Middle and Southern districts of Alabama; and U.S. Court of Appeals, Eleventh Circuit.

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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.
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