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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Estate Planning

Date & Time
  • event Date

    Tuesday, March 11, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    60 minutes

Credit Information

  • This 60-minute webinar is eligible in most states for 1.0 CLE credits.

$147.00

This CLE webinar will provide attorneys practical guidance on the core documents in developing an estate plan. The panel will discuss the essential components of an estate plan, including the structuring and use of a will, revocable living trust, durable power of attorney, healthcare directive, and guardianship directive. The panel will also discuss what these documents accomplish, how they interact, drafting considerations, and strategies that can be implemented when planning an estate.

Faculty

Kevin C. Martin
Attorney
Kevin C. Martin, Attorney at Law, PLLC

Mr. Martin stands out as an adept professional with over two decades of experience in estate planning, international development and diplomacy, and investment banking. He brings a wealth of expertise in estate planning, and special needs planning attorney, harmonizing his in-depth legal and financial acumen to navigate the intricate terrain of wealth management and asset protection. Mr. Martin adeptly crafts comprehensive estate plans, ensuring the preservation and intentional disposition of assets in adherence to his clients’ wishes. His multidisciplinary prowess, bridging finance and law, empowers him to provide nuanced advice, encompassing tax implications, wealth transfer strategies, and fiduciary responsibilities, ensuring a legacy that is both financially astute and legally sound. With a judicious approach, Mr. Martin crafts strategies that mitigate risk, safeguard assets, and ensure a seamless transition of wealth to subsequent generations, embodying a holistic approach to financial stewardship and legacy planning.

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Stephen K. Lehnardt
Of Counsel
Messner Reeves, LLP

Mr. Lehnardt has been practicing law for more than 20 years. His experience spans personal clients from all walks and stages of life and business and commercial real estate clients located all over world with matters ranging from a simple power of attorney to the complex, multi-country business deals. Mr. Lehnardt's experience includes asset and tax protection strategies, business or estate succession planning, income and gift tax planning, elder law and more. No matter the challenge, he has the unique ability to clarify complex problems and identify efficient solutions. In addition, Mr. Lehnardt provides full services for the unique legal needs of our nation’s veterans. He frequently speaks and conducts public seminars and workshops and provides professional continuing education to attorneys, CPAs insurance professionals, and elder care professionals on estate, tax, elder law and government benefit planning topics, as well as business planning topics.

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Description

Estate planning should be undertaken by every person and failure to do so will subject an estate to probate proceedings under state laws. It's essential for attorneys to have a firm understanding of common trusts and estate planning documents and the nuances of various strategies to assist clients with their estate plan.

Attorneys assisting and guiding clients through the estate planning process must understand various mechanisms for passing assets to beneficiaries at death and how to plan for incapacitation. Counsel must consider key provisions and challenges of wills and revocable trusts, various documents for setting up an estate plan and protecting assets, naming guardians, and potential traps that must be avoided.

In addition, counsel must understand when to implement advanced estate planning concepts and their impact on estate taxation, gifts, and special needs planning.

Listen as our panel discusses essential components of an estate plan, including the structuring and use of a will, revocable living trust, durable power of attorney, healthcare directive, and guardianship directive. The panel will also discuss what these documents accomplish, how they interact, drafting considerations, and strategies that can be implemented when planning an estate.

Outline

  1. Wills
  2. Trusts
  3. POAs, health and guardian directives
  4. Planning strategies to consider

Benefits

The panel will discuss these and other key issues:

  • Key components of an estate plan
  • Critical items and provisions that must be considered when structuring wills and trusts
  • Navigating beneficiary designations and distributions
  • Medical and financial powers of attorney
  • Ensuring client goals and best practices for trusts and estate attorneys to assist