Survivors Guide to Everyday Estate Planning

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Survivors Guide to Everyday Estate Planning

Credit(s):

6 CLE
1 Ethics

Course Number:

X589

Original Program Date:

November 21, 2025

Duration:

5 hours 58 minutes

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Description
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(19)

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Category: Estate Planning, Estate & Gift Taxation, Estate & Trust Administration ... (show more)

Category: Estate Planning, Estate & Gift Taxation, Estate & Trust Administration, Estate Administration, General Practice, ICLEF ONLINE Seminars (show less)

AGENDA

8:55 A.M.    Welcome & Introduction
  Amy K. Nowaczyk, Seminar Chair

9:00 A.M.    Session 1: The Initial Client Conference – Building
  the Foundation
  John B. Bishop

9:45 A.M.    Session 2: The Wonderful World of Wills
  Laura M. Vogler

10:30 A.M. Morning Break

10:45 A.M. Session 3: The Use of Trusts – Understand when and why to
  use trusts; Explore drafting techniques for common trust types.
  John B. Bishop

11:30 A.M. Session 4: Transfer-on-Death Plans – Titling and Coordination
  Lisa M. Adler

12:00 P.M.    Lunch Break

1:00 P.M.     Session 5: Long-Term Care Planning – Essentials for Estate
  Planners Identifying key Medicaid planning concepts relevant
  to estate planners.
  Amy K. Nowaczyk

1:45 P.M.     Session 6: Finishing Touches – Ancillary Documents
  Durable Power of Attorney, Medical Directives, Funeral
  Directives, etc.
  Laura M. Vogler

2:30 P.M.     Afternoon Break

2:45 P.M.     Session 7: Roundtable Discussion – Potpourri of Issues in
  Estate Planning
  Interactive panel and audience discussion on interesting estate
  planning topics such as: digital assets, multi-state property
  ownership, blended families, disinheritance issues
  Faculty Panel

3:30 P.M.     Session 8: Ethics in Estate Planning -- Confidentiality;
  Conflict of Interest; Clients with Diminished Capacity;
  Managing joint representation
  Morgan W. Gerolimos

4:30 P.M.     Adjournment

To receive CLE credit for an ICLEF produced On-Demand or LIVE WEBCAST seminars, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for remote viewing of seminars. You will have 30 days from the date of purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST program on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org

6 CLE

1 Ethics