Oct20Thu
9:00 AM to 4:00 PM
1 Ethics Hour(s), 5 General Hour(s)
Description
This full-day program is designed to introduce you to the most effective way to plan and administer an estate.
The presenters will cover the basic procedures in planning the small-to-medium estate. You will learn the pertinent questions you need to ask to establish estate planning objectives with your client and receive a sample checklist of those questions. They will review sample forms to use in the documents, including forms related to Credit Shelter Trusts, QTIP Trusts, and trusts for the benefit of minor children. They will also discuss peripheral documents, such as living trusts and various kinds of powers of attorney.
In addition, the presenters will discuss the administration of a decedent’s estate. They will begin with the initial interview with the family following death, move through the various stages of the probate process, and discuss estate and income tax issues of a decedent.
Ethical issues inherent in the planning and administration of estates will also be highlighted. The presenters will cover problems in representing spouses, fiduciaries, and beneficiaries.
This program is designed for both new attorneys in their transition from law school to law practice and attorneys who are not involved in estate planning and administration on a regular basis.
Online registration for this seminar will close on MONDAY, OCTOBER 17 AT NOON.
The RIBA assumes no responsibility for opinions, statements, and facts in any Continuing Legal Education/Annual Meeting program. Neither the opinions expressed in any program, nor its content represent the official view of the Rhode Island Bar Association or the views of its members.