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Estate Planning, Trust and Probate Law - 3-Day Live Review and Refresher Course, September 22-24, 2011 in Burbank, CA

Weekly 15-minute teleconferences to keep your studies on track - every Friday at 1:00 p.m.

Self-paced online review (up to 21 days worth of review material) with >200 sample multiple choice questions.  Live course emphasizes specifics on how to write an essay exam answer.  The “online classroom” opens Friday, September 2, 2011and will be available until the Certified Specialist Exam on October 25, 2011.

Print the Enrollment Application and return it by fax to 415-896-5068:

enrollment application

Some of the old course content is out of date.  If you have specific study needs in a given area, we can supplement the “online classroom” with specific materials.

Email info@prep-course.com or call 415-896-1500 for information about obtaining course content from previous years.  We discourage use of prior years’ materials unless specifically recommended by us for a given student.

Includes online classroom materials (outlines and sample multiple choice questions), weekly 15-minute teleconferences, and one 3-day live session in Burbank, California.

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2.  Weekly teleconferences - phone number and passcode will be provided with your Welcome Letter

3.  Live session - September 22-24, 2011 in Burbank, CA

$2500.00

Day One:

Fiduciary Duty, Ethics, Wills, Revocable and Irrevocable Trusts (including Special Needs Planning), Title, Capacity, Community Property and Asset Protection

Day Two:

Probate Procedures, Trust Administration, Conservatorships, Guardianships, Subtrust Funding and Allocation, Trust Income Tax, and Medi-Cal Planning / Elder Law

Day Three:

Estate Tax, Principles of Inclusion, GSTT, Charitable Trust Planning, Planned Giving, Insurance Trust Planning, Family Business Entities, Succession

Note:  subjects may blend from day to day.

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telephone: 415-896-1500

fax: 415-896-5068

Address:
Myers Urbatsch, P.C.

100 Spear Street, Suite 1430
San Francisco, California 94105

Faculty - On Site

Peter Myers, Esq., San Francisco

Kevin Urbatsch, Esq., San Francisco

The following topics will be covered in our online and live review and refresher course.

The Estate Planning Process

Overview of Estate Planning

Data Gathering and Analysis

Death-Sensitization for the Estate Planner

The Unauthorized Practice of Law

Ethics

Malpractice in Estate Planning

Property Ownership

Ownership and Transfer of Property

Federal Income Taxation

Gross Estate

Federal Estate Taxation

Estate Tax

Non-US Persons in the Estate Plan

Federal Gift Taxation, Generation-Skipping Transfer Tax, and Lifetime Gifting Strategies

Gift Tax

Gifts

Probate Process, Intestate Succession, and Incapacity Planning

Generation-Skipping Transfer Tax

Uniform Gifts / Transfers to Minors Acts

Wills

How to Review a Will

Power of Appointment

Selection of Executor, Trustee, and Attorney

Probate

Executor’s Primary Duties

Elderly and Disabled (Planning for)

Durable Power of Attorney

Incapacity, Elder Law and MediCal Planning, including Powers of Attorney for Property

Management and Advance Health Care Directives

Qualification and eligibility for Medi-Cal

Medi-Cal cost recovery

Special Needs Trusts

Medical decisions, AHCDs, CMIA and HIPPA

Elder abuse, elder financial abuse, EADCPA and DPCDA

Powers of attorney affecting each of the above

Revocable Living Trusts: A-B Trusts, QTIPs, and QDOTs

Marital Deduction and Bypass Trusts

Revocable Trusts

Qualified Terminable Interest Trusts

Qualified Domestic Trusts

Irrevocable Lifetime Trusts: ILIT, CRT, GRAT, and IDIT

Life Insurance

Irrevocable Life Insurance Trusts

Grantor deemed-owner trusts

Section 2503(b) and 2503(c) Trusts

Grantor Retained Interest Trusts (GRITs, GRATs, GRUTs, and QPRTs)

Charitable Planning

Charitable Contributions

Charitable deductions and limitations on the charitable deduction

Charitable Split Interest Trusts (CRATs, CRUTs, NICRUTs NIMCRUTs, and Flip-NIMCRUTs; CLATs, CLUTs,

TCLATs, TCLUTs, “grantor-style” CLTs, and “non-grantor-style” CLTs)

Public Charities, Private Nonoperating Foundations and Donor-Advised Funds

Basic principles of UBTI, self-dealing, private inurement, and the private foundation rules

Valuation Planning

Split-interest purchases and sales of property

Family Limited Partnerships

Limited Liability Companies

Valuation planning

Freezing Techniques – Corporations and Partnerships

Introduction to Business Succession

Business Succession and Life Insurance

Buy-Sell (Business Continuation) Agreements

Installment Sales, Self-Canceling Installment Notes, and Private Annuities

Installment Sales and SCINs

Private Annuities

Interest-Free and Below-Market-Rate Loans

Introduction to Retirement Plan Distribution Planning and Annuities

Retirement Plan Distribution Planning and Annuities

Profit Sharing / 401 (k) / Pension Plans

IRAs/Rollover IRAs

Roth IRAs

Qualified Designated Beneficiary Trusts

Post Mortem Planning: Disclaimers, 303 Stock Redemptions, and the 6166 Extension

Disclaimers

Extensions of Time to Pay Estate Tax

Post mortem Tax Elections

Section 303 Stock Redemptions

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The Ultimate Credential

“Perfect for the Certified Specialist Exam Preparation.”

(Exam Date October 25, 2011)

California Specific

Estate Planning Law Review and Refresher Course

• Increased Income
• Confidence and Credibility
• Increased Lateral Mobility
• Prep-Course Materials