Estate Planning Bootcamp (USB Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Price: $265 - USB with electronic materials
$295 - USB plus printed materials (includes electronic materials)
Available Through: 11/30/2018

Information

A pre-recorded video replay of the November 2015 live seminar, Estate Planning Bootcamp.


Topics covered include:

  • The Process Step by Step
  • Selected Ethics Issues
  • The Basic Non-Tax Documents
  • Documents for Second Marriage with Children
  • Gifts
  • An Introduction to Advanced (Tax) Concepts

This program is 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?

 

Schedule

Faculty

FACULTY

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 Alperin 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 Wills, 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

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Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901

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