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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
- Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
- Special Needs Trusts and Medicaid Planning
- Essential Tax Tactics
- Financial and Medical Decision-Making, Guardianships
- Probate in a Nutshell: What to Expect
- Legal Ethics
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Arkansas CLE |
|
6 Total | 06-30-2026 |
Select Jurisdiction
CLE
Agenda
-
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
-
Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
-
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
-
Financial and Medical Decision-Making, Guardianships
- Choosing the Right Proxies
- "Dangerous" Powers
- Adult Guardianships
- Medical POAs and Advance Directives
-
Probate in a Nutshell: What to Expect
-
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
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
Gary DeWitt
is the owner of DeWitt Law Firm, PLLC, where he helps individuals with estate and life planning for living, protecting, and passing by providing solid representation. He provides multiple services to clients including, corporate services and support for businesses; estate planning, wills, trusts, power of attorney; medical power of attorney for individuals and families; general small business law; long term care, nursing home; charitable planning; charitable giving; special needs planning; disability planning; intestate succession; and general asset protection. Mr. DeWitt earned his B.S. degree in computer science and B.S. degree in business administration from Oklahoma State University, his J.D. degree from the University of Arkansas and his LL.M. degree in estate planning and elder law from the University of Western New England.
Speaker bio
Brady Brown
is an attorney with the Rose Law Firm as a part of the firm's business section. He focuses his practice on individual, corporate, and state and local taxation; estate planning and probate; and trust administration. Mr. Brown earned his B.A. degree, magna cum laude, from the University of Arkansas. He earned his J.D. degree, magna cum laude, from the University of Arkansas School of Law (Arkansas Law Review 2020-2021 notes and comment editor; law school Dean's list 2018-2021; Honor Council member 2019-2021; Sports Law and Entertainment Society vice president 2020-2021). In addition, Mr. Brown earned his LL.M. degree in taxation, cum laude, from the University of Florida Levin College of Law. He is admitted to practice in Arkansas.
Speaker bio
Jordan T. Sharp
is an attorney with Friday, Eldredge & Clark LLP in the firm's trust and estate planning group, and works in the firm's Rogers, Arkansas office. His practice focuses on estate planning, estate and trust administration, estate and gift taxation, charitable planning, and probate matters. Mr. Sharp also advises tax-exempt organizations and non-profit entities on formation, planning, tax issues, and governance. Additionally, he advises clients in several areas of taxation, including, tax controversies, business formation and planning, and other related tax and business matters. Mr. Sharp completed a Master of Laws in taxation from the University of Florida Levin College of Law. He is a graduate of the University of Arkansas School of Law and earned his bachelor's degree in business management and finance from Ouachita Baptist University. Mr. Sharp is a member of the Arkansas Bar Association and is admitted to practice in Arkansas.
Speaker bio
Marva J. Davis
is a sole practitioner in Little Rock with Marva J. Davis PLLC, where she concentrates her practice in family law, probate, estate planning, guardianship and bankruptcy. She has spoken for various professional groups on her areas of practice. Ms. Davis earned her B.A. degree from Rhodes College and her J.D. degree from the University of Arkansas at Little Rock. She is a member of the Pulaski County and Arkansas bar associations, Arkansas Association of Women Lawyers and W. Harold Flowers Law Society.
Speaker bio
Siobhan Leger
is the owner of Leger Law Group, LLC, where her practice focuses mainly on estate planning, special needs planning, successions, trust administration, Medicaid planning, and veteran's aid and attendance advocacy. She is a VA accredited attorney and a volunteer attorney with Wills for Heroes, an organization that provides pro bono estate planning services to veterans and first responders. Ms. Leger is also a member of various professional organizations, including the National Academy of Elder Law Attorneys; Elder Law, Disability Planning and Bioethics Group, American Bar Association; National Academy of Family Law Attorneys; and Louisiana State Bar Association. She earned her J.D. degree from the Paul M. Hebert Law Center at Louisiana State University and her B.A. degree from Louisiana State University.
Speaker bio
Julie D. Eisenhower
is a partner with TriAmicus Law, PLLC in Knoxville, Tennessee. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law and civil litigation, and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a frequent speaker on estate planning, probate and tax related issues. She is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. Ms. Eisenhower earned her A.A. degree in history, summa cum laude, from Pellissippi State Technical Community College and her B.A. degree in history, summa cum laude, from the University of Tennessee. She earned her J.D. degree from the University of Tennessee College of Law. Ms. Eisenhower is currently a candidate for an LL.M. in elder law and estate planning through the Western New England University School of Law.
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