The Nuts, Bolts, and Ethics of a Multi-Discipline Estate Practice for the General Practitioner

This seminar is designed to provide the nuts, bolts, and ethical considerations of a middle class estate practice to general practitioners in the fields of law, accounting, and life insurance, as well as to more experienced general professionals seeking to expand into this field.  Attorneys Joseph and Jeffrey Pozzuolo provide a discussion and exchange of viewpoints regarding the fundamental and essential estate planning issues, strategies, techniques, and accessories to those “cross-over” areas every trust and estate professional needs to know concerning overlapping practice areas.  These practice areas include family law, real estate, bankruptcy and intellectual property, estate planning for unmarried/non-traditional couples, the increased use of LLCs, Section 529 plans, annual gift tax exclusion planning, irrevocable life insurance trusts, special needs trusts, private foundations, qualified disclaimers, planning for distributions from retirement plans, and the ethical considerations related to the above topics.   

Learning Objectives: 

I.     Understand the many facets of estate planning, including:

• “Cross-over” areas of an estate practice
• Wills 
• Trusts
• Probate 
• Estate administration 
• Death taxes 
• Same-sex estate planning
• Section 529 plans 
• Qualified disclaimers
• Annual gift tax exclusion planning

II.    Establish advanced planning techniques

III.   Comprehend irrevocable life insurance trusts

IV.   Plan for distributions from qualified retirement plans and IRAs  

V.    Identify pertinent ethical considerations