Estate Planning Bootcamp

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Video on Site: Tuesday, January 19 / Harrisonburg
  Wednesday, January 20 / Alexandria, Charlottesville, Fredericksburg, Hampton, Richmond, Roanoke
  Thursday, January 21 / Abingdon (Cancelled), Norfolk, Tysons Corner, Warrenton, Winchester
Registration: 8:30 a.m.
Program: 9:00 a.m. - 4:05 p.m.
MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Live on Site: November 10 in Charlottesville and November 11 in Springfield


Why Attend?

The course materials include practice tips, checklists, and documents that you will use again and again.

  • Learn a basic approach to planning a client’s estate
  • Review the basic documents used in an estate plan
  • Discover the conflicts and other pitfalls inherent in this area of practice
  • Receive invaluable practice tips, checklists, and documents

An intensive, one-day seminar intended for lawyers with minimal background in this subject, as well as for experienced lawyers looking for a systematic review.

Our faculty will set forth the basic law, presenting the working concepts and planning suggestions as well as a brief introduction to more advanced tax concepts that trigger sophisticated estate planning.

If you are new to this area, this program will guide you from the initial contact with your clients to the moment they sign their documents and you close the file. Two experienced attorneys will teach you the practices they use to establish a client relationship built on trust.

A number of relatively unique ethical quandaries one faces in this subject area will be explored. For instance, who is your client when a child calls for you to do work for the parent?

Sample documents include:

  • Basic Will for Single and for Married Person(s)
  • Pour-Over Will
  • Basic Revocable Trust
  • Power of Attorney
  • Advance Medical Directive

And more!

Enable clients to make smart decisions by knowing which estate planning tools to use.


Can't Attend?
E-mail to be notified when/if this program is made available as an online or USB seminar.
E-mail to be notified when/if this program's seminar materials are made available for sale.



8:30 Registration
9:00 The Process Step by Step
  • Initial telephone call with prospective client(s)
  • Engagement letter
  • First appointment
  • Second appointment (only for complicated plans)
  • Funding the trust
  • Closing the file
10:00 Selected Ethics Issues
  • Who is the client (child calls for parent)?
  • Payment by non-client
  • Representing a married couple
  • Representing an unmarried couple
  • Representing a parent and child
  • Drafting a power of attorney naming your client as the agent for another
11:00 Break
11:10 The Basic Non-Tax Documents
  • Will for single person with trusts for children
  • Will for married couple with trusts for children
  • Pour-over will
  • Revocable trust
  • Power of attorney
  • Advance medical directive
12:30 Lunch Recess
1:15 Documents for Second Marriage with Children
  • Will with trust for spouse, remainder to children
  • Pour-over will
  • Revocable trust with trust for spouse, remainder to children
1:55 Gifts
  • Annual gift exclusion
  • Tuition and medical care payments
  • Lifetime gift exemption
  • 529 college savings plans
  • 2503(c) minor’s trust
  • Uniform Transfers to Minors Act (UTMA)
2:55 Break
3:05 An Introduction to Advanced (Tax) Concepts
  • Exemption planning — only needed above $5.43M
  • How the value of an estate is determined for federal estate taxes
  • State estate and inheritance tax issues
  • Generation-skipping transfer taxes
4:05 Adjourn



William L. Babcock, Jr.,
Babcock & Jensen, PC / Alexandria

William L. Babcock, Jr. has concentrated his practice in the area of wills, trusts, and estates for over 25 years. He was Chair of the Committee on Legal Discipline of the Virginia State Bar. Mr. Babcock was a member of the Leadership Washington Class of 1991, a member of the Planned Giving Committee at Alexandria Hospital, an advisor to the Stewardship committee of Christ Church in Alexandria, a volunteer at the Carpenter’s Shelter, and a member of the Advisory Board of the Alexandria Community Trust.

John T. Midgett, Midgett & Preti PC / Virginia Beach

John T. Midgett concentrates his practice in the related areas of estate planning, administration, and taxation, estate litigation, and family business planning. He is a nationally known speaker and author on topics relating to estate planning, taxation, probate, and family businesses.  In addition to his busy practice, Mr. Midgett is the Vice Chairman of the Trusts & Estates Section of The Virginia Bar Association and is actively involved in the Hampton Roads Estate Planning Council, the Duke University Estate Planning Council, and the National Association for Estate Planning Councils, on its Accredited Estate Planner committee.

Locations, Dates and Fees

VIDEO REGISTRATION FEES (Lunch not included).
(All registrants will receive access to a complete set of downloadable e-book seminar materials.)

$195* regular registration (without printed materials).
$225 regular registration plus printed materials.
$240 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program



Harrisonburg: Courtyard by Marriott, 1890 Evelyn Byrd Avenue (540) 432-3031 (Venue Website / Google Map)


Alexandria: Hilton Alexandria Mark Center, 5000 Seminary Road (703) 845-1010 (Venue Website / Google Map)
Charlottesville: The Virginia CLE® Building, 105 Whitewood Road (800) 979-8253 (Venue Website / Google Map)
Fredericksburg: Fredericksburg Hospitality House and Conference Center (formerly Holiday Inn Select), 2801 Plank Road (540) 786-8321 (Venue Website / Google Map)
Hampton: Old Dominion University's Peninsula Center, Peninsula Workforce Development Center, Second Floor, 600 Butler Farm Road, next to the TNCC Campus (757) 766‑5200 (Venue Website / Google Map)
Richmond: UVA Richmond Regional Center, 2810 N. Parham Road, Suite 300, 3rd Floor (Parking available only in spots not marked “Visitor Parking”)
(804) 662-7464 (Venue Website / Google Map)
Roanoke: Roanoke Higher Education Center, 108 North Jefferson Street (Parking validated for parking deck adjacent to center only) (540) 767-6161 (Venue Website / Google Map)


Abingdon: Southwest Virginia Higher Education Center, on the campus of Virginia Highlands Community College (I-81 exit 14), 1 Partnership Circle  (276) 619-4300 (Venue Website / Google Map) [Cancelled: The Abingdon video replay on January 21 has been cancelled due to inclement weather.]
Norfolk: SpringHill Suites Norfolk—Virginia Beach, 6350 Newtown Road (757) 333-3100 (Venue Website / Google Map)
Tysons Corner: Crowne Plaza Tysons Corner, 1960 Chain Bridge Road (entrance to hotel on Greensboro Drive) (703) 893-2100 (Venue Website / Google Map) – Now Metro accessible!
Warrenton: Holiday Inn Express Warrenton, 410 Holiday Court (540) 341-3461 (Venue Website / Google Map)
Winchester: Wingate by Wyndham Hotel Winchester, 150 Wingate Drive (540) 678-4283 (Venue Website / Google Map)

Click here if you wish to register three or more people from the same firm.

A special 15% discount and free shipping on Virginia CLE®–published books will be available for purchases made at the seminar site.

Lower Registration Fee and Greater Functionality with Downloadable E-Book Seminar Materials

ALL seminar registrants will receive access to a complete set of downloadable e-book seminar materials. E-book materials are searchable, easily accessible, and efficient to use.

When registering, please be sure to provide a legible, valid e-mail address to which Virginia CLE® can send a link to the e-book materials.

Registrants who elect a registration option that includes downloadable e-book seminar materials only and not the printed materials will receive, at the seminar, a short, printed seminar outline with space to take notes.

Printed Materials: You still have the option of receiving a complete set of printed materials for a higher registration fee. Registrants who choose this option will receive printed materials at the program.


To receive access to the downloadable e-book materials BEFORE the seminar AND register for the lower fee, your registration must be received no later than 5:00 p.m. three business days before the seminar. A link to the downloadable e-book materials will be e-mailed to you two business days before the seminar. Once you download the materials, you can review them and print the portions you want to bring with you to the seminar.

After 5:00 p.m. THREE BUSINESS DAYS BEFORE the seminar, only the registration options that include printed materials will be available.

Cancellation/transfer requests will be honored through 5:00 p.m. of the DAY BEFORE the seminar.  You will, however, be charged $90 for the materials if you cancel your registration for the seminar, or transfer registration to a different seminar, after the link to the materials has been e-mailed by Virginia CLE®.

If you have a disability that requires special accommodation, please contact Virginia CLE® well in advance of the program date.

Private recording of this program is prohibited.

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  • 105 Whitewood Road
    Charlottesville, VA 22901


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