Trusts, Estates & Probate

Live Online

The Complete Estate Planning Starter Kit

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Louisiana 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
Mark Graziani
Sam Thomas
Jade Klemmensen
Kurt Olson
Sarah Cameron
With Mark Graziani from Graziani Law, LLC + 4 others

Wed, Dec 09, 00:00 AM – 00:00 PM

Product ID 102785

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Build Your Estate Planning Practice From the Ground Up

Every attorney remembers the first time a client sat across the table and asked where to start. This course is the answer. Designed for attorneys new to estate planning practice or those formalizing a working knowledge into a complete skill set, The Complete Estate Planning Starter Kit covers the full planning lifecycle from the initial client consultation through execution and beyond. Topics include foundational documents, asset ownership and beneficiary coordination, tax considerations, clients with special circumstances, ethics of the representation, and practical strategies for building a sustainable estate planning practice. Register today!

  • Conduct a thorough intake and translate client goals into a coordinated planning strategy.
  • Draft and explain core estate planning documents (wills, trusts, POAs, and directives) with confidence.
  • Spot the asset titling and beneficiary designation errors that routinely defeat a well-drafted plan.
  • Apply estate and gift tax fundamentals to determine when tax planning is warranted and what to recommend.
  • Recognize the planning needs of blended families, minor or disabled beneficiaries, and small business owners.
  • Manage the ethical obligations unique to estate planning: scope, joint representation conflicts, and diminished-capacity clients.
  • Build the intake, document delivery, and follow-up systems that support a growing estate planning practice.

Abbreviated Agenda

  1. The Estate Planning Consultation: Starting Right
  2. Asset Titling, Beneficiary Designations, and Plan Coordination
  3. The Core Documents: Wills, Trusts, and Directives
  4. Probate Process Basic Steps
  5. Ethics in Estate Planning Practice
  6. Estate Planning Tax Fundamentals
  7. Building Your Estate Planning Practice

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102785

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Louisiana 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal
Other

Agenda

All times are shown in

  1. The Estate Planning Consultation: Starting Right

    1. What Estate Planning Actually Covers, and What Clients Get Wrong About It
    2. The Intake Interview: Family Structure, Asset Profile, and Planning Goals
    3. Red Flags: Family Conflict, Incapacity Concerns, Prior Plans That May Need Review
    4. Matching Clients to Planning Strategies
    5. Engagement Scope and Fee Structures

  2. Asset Titling, Beneficiary Designations, and Plan Coordination

    1. Probate vs. Non-Probate Assets and the Risk of Uncoordinated Plans
    2. Asset Titling Strategies
    3. Beneficiary Designation Review and Common Errors
    4. Funding a Revocable Trust: Practical Steps and Client Follow-Through

  3. The Core Documents: Wills, Trusts, and Directives

    1. Wills: Essential Provisions, Pour-Over Wills in a Trust-Centered Plan, Common Execution Errors
    2. Revocable Living Trusts: Structure, Funding, and Function
    3. Successor Trustee Selection and Practical Administration Guidance
    4. Powers of Attorney: Durable vs. Springing, General vs. Limited, Agent Authority
    5. Advance Healthcare Directives and HIPAA Authorizations
    6. Practical Considerations for Storage and Accessibility

  4. Probate Process Basic Steps

    1. Essential Forms and Documents
    2. Executor Duties and Powers
    3. Estate Management Fundamentals
    4. Final Account and Estate Closing Tasks
    5. Estate Administration Mistakes to Avoid

  5. Ethics in Estate Planning Practice

    1. Identifying Conflicts at Intake and During the Engagement
    2. Defining and Communicating the Engagement Scope and Competence
    3. Informed Consent: What It Requires and What It Doesn't Fix
    4. Confidentiality Within Joint Representation, and What Happens When Confidence Breaks Down
    5. The Incapacitated or Diminished-Capacity Client
    6. Confidentiality and Duties After the Client's Death

  6. Estate Planning Tax Fundamentals

    1. Estate/Gift/GST Tax Basics
    2. Income/Fiduciary Tax Overview
    3. Top 10 Tax Mistakes New Attorneys Make
    4. Common Tax Planning Strategies
    5. When to Bring in a Specialist and How to Work With One

  7. Building Your Estate Planning Practice

    1. Intake Questionnaires, Document Checklists, and Pre-Meeting Materials
    2. Using Technology to Reduce Administrative Burden
    3. Workflow and Project Management for Estate Planning Matters
    4. The Economics of Estate Planning: Time Estimation, Upselling vs. Right-Sizing
    5. Building a Referral Network: Financial Advisors, CPAs, and Trust Officers
    6. Client Communication and Follow-Up Systems That Generate Repeat Business and Reviews

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

Mark Graziani
Mark
Graziani
Graziani Law, LLC
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Jade Klemmensen
Jade
Klemmensen
Eckberg Lammers, P.C
Kurt Olson
Kurt
Olson
Fausone & Grysko, PLC
Sarah B Cameron
Sarah B.
Cameron
Dinsmore & Shohl LLP
Speaker bio
Mark Graziani

Mark Graziani

Graziani Law, LLC
Mark Graziani

is an attorney and owner of Graziani Law, LLC located in Barberton, Ohio. He practices in the areas of bankruptcy protection, estate planning, and probate throughout Ohio from his office in Barberton. Additionally, Mr. Graziani is a veteran and provides services for fellow veterans. He earned his B.S. degree, magna cum laude, from Ohio State University in astronomy; his Master's degree in business administration, with honors, from the University of Akron; and his J.D. degree from the University of Akron School of Law.

View full profile
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

View full profile
Speaker bio
Jade Klemmensen

Jade Klemmensen

Eckberg Lammers, P.C
Jade Klemmensen

is an attorney at Eckberg Lammers, P.C. She is a member of Eckberg Lammers, Estate Planning, Trust and Probate Team. Ms. Klemmensen provides estate-planning services to individuals and families throughout Minnesota. She guides clients through careful planning by understanding their unique situations; establish expectations; and works diligently to meet each clients' individual planning needs. Ms. Klemmensen earned her B.A. degree from University of Wisconsin-Stout and her J.D. degree from Mitchell Hamline School of Law.

View full profile
Speaker bio
Kurt Olson

Kurt Olson

Fausone & Grysko, PLC
Kurt Olson

is an attorney at Fausone & Grysko, PLC. He is an experienced attorney and practices in the firm's Estate Planning & Probate practice. Mr. Olson also has extensive experience in resolving probate, trust, and capacity disputes through negotiation and litigation when necessary. He has handled a number of contentious probate and trust disputes including trial work for one of the heirs in a high-profile probate matter receiving international attention. Mr. Olson has served on the Probate Council for the Senate Bar of Michigan for 6 years and has authored briefs for submission to their behalf, as well as articles for the Probate Section of the State Bar, which have been published in their quarterly journal. He is also regularly appointed and retained to act as guardian at litem and attorney for petitioners and allegedly incapacitated persons in guardianship and conservatorship matters. Additionally, Mr. Olson advises privately held business and non-profits and helps resolve their disputes when they arise. He earned his B.B.A. degree from University of Michigan and his J.D. degree from Wayne State University School of Law.

View full profile
Speaker bio
Sarah B Cameron

Sarah B. Cameron

Dinsmore & Shohl LLP
Sarah Cameron

is an attorney with Dinsmore & Shohl LLP. She is a member of the commercial litigation practice group. Ms. Cameron has extensive experience in complex commercial litigation, with a focus on defending businesses in contract-related and business tort litigation. Her litigation background includes experience handling fiduciary duty claims, construction defect and delay claims, negligent misrepresentation, commercial real estate disputes, and medical malpractice actions in state and federal courts. Ms. Cameron is a member of Trinity Hill Family Services where she serves on the board of directors. She is admitted to practice law in the states of Ohio and Kentucky, as well as before the Sixth Circuit Court of Appeals, Southern District of Ohio, and Eastern and Western districts of Kentucky. Ms. Cameron earned her B.A. degree, cum laude, from Transylvania University and her J.D. degree, cum laude, from the University of Kentucky College 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