Trusts, Estates & Probate

WA Specific

4.55

Estate Planning in Washington: From A to Z

Credits Available
Credit Status Total
Washington CLE Approved 6 Total
OnDemand
5 hours 50 minutes
Julie Olds
Robert Taylor-Manning
Kevin Steinacker
With Julie H. Olds from Law Office of Julie H. Olds, PLLC + 2 others
Recorded November 30, 2022
Product ID 95549

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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. Essential Tax Tactics
  4. Special Needs Trusts and Medicaid Planning
  5. Financial and Medical Decision-Making, Guardianships
  6. Probate in a Nutshell: What to Expect
  7. Legal Ethics

Related Topics

Product ID 95549

Credit Details

Credits Available
Credit Status Total
Washington CLE Approved 6 Total
Select Jurisdiction
CLE

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. 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. 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

  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. Probate in a Nutshell: What to Expect

  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

Julie H Olds
Julie H.
Olds
Law Office of Julie H. Olds, PLLC
Robert Taylor-Manning
Robert
Taylor-Manning
Northwest Elder Law Center
Kevin T Steinacker
Kevin T.
Steinacker
Steinacker Law PLLC
Speaker bio
Julie H Olds

Julie H. Olds

Law Office of Julie H. Olds, PLLC
Julie Olds

is a solo practitioner in Spokane, Washington at the Law Office of Julie H. Olds, PLLC. Her practice areas include wills, trusts, probate, elder law, corporate, and not-for-profit law. Ms. Olds is a member of the Washington State Bar Association and the Spokane Estate Planning Counsel. She has a LL.M. degree in taxation from the University of Florida School of Law.

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Speaker bio
Robert Taylor-Manning

Robert Taylor-Manning

Northwest Elder Law Center
Robert Taylor-Manning

practices at Northwest Elder Law Center, where his practice focuses on estate planning, and particularly on how to structure financial and legal matters to support client decisions regarding aging, incapacity, housing, and access to state and federal benefits. Mr. Taylor-Manning is an experienced presenter, having written and delivered accredited CLEs in New York, Illinois, Pennsylvania, California, Washington, as well as Canada. He is admitted to practice in Washington and is a member of the Washington Bar Association. Mr. Taylor-Manning earned his B.A. degree, with honors, from the University of Oregon; and his J.D. degree, with honors, from the University of Washington, where he was a member of the Washington Law Review and the Moot Court Honor Board.

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Speaker bio
Kevin T Steinacker

Kevin T. Steinacker

Steinacker Law PLLC
Kevin Steinacker

manages the small firm Steinacker Law PLLC in Puyallup. His practice emphasizes real property and probate, although he has many years of experience in civil litigation and contract disputes. He is a contributing author for the Washington Lawyer’s Practice Manual, published by the King County Bar Association; and the LexisNexis Practice Guide: Washington Real Estate Litigation. Mr. Steinacker earned his B.S. degree and J.D. degree, magna cum laude, from Brigham Young University.

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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.
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The OnDemand Video will be available to stream within 14 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.
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