Estate Planning Practice 101


Live Broadcast on June 28, 2017

Understanding the estate planning process can be a formidable process for even the best attorney. Estate and Elder law are among the fastest growing practice areas offering both young and established attorneys opportunities for rapid growth in their practices. As current clients continue to grow older, will you position yourself to offer legal services required not only by the elderly today, but by up and coming professionals looking to establish a long-term relationship with an estate attorney?

This practical program is designed to provide you with actionable insights to understanding the needs to shoppers of estate plans, and how to convert them to buyers of your services. We will review best practices for client intake, screening, data collection and interviews, as well as engagement by clients of counsel for their estate planning process. This CLE is a must-watch for the practitioner who wishes to wow their client, and provide out of the park deliverables. This CLE is best suited for mid-level to experienced attorneys who want to reach deeper into their planning practice, reduce no-show clients, reduce non-retained consults, and to better understand client’s goals and objectives in designing and developing their own internal estate planning process and procedures.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•   Best practices to growing an estate planning practice
•   Systems and process for drafting efficiencies with Client pipeline process and onboarding methodologies
•   Go beyond the basics of trust drafting to the essentials of titling Qualified and Non-Qualified investment accounts
•   Ethical considerations for the client relationship along with understanding how not to lose your clients money to long term care costs

Date / Time: June 28, 2017

•   10:00 am – 1:15 pm Eastern
•   9:00 am – 12:15 pm Central
•   8:00 am – 11:15 am Mountain
•   7:00 am – 10:15 am Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.


Jeffrey D. Banner, Esq. is the Founder and Owner of Heritage Elder Law & Estate Planning, LLC. Jeff is a Wartime Veteran. During his 15 years of combined service, he was assigned to the 1st Armored Division and in the 82nd Airborne Division, as a member of the Long Range Reconnaissance & Surveillance Detachment. This experience has given Jeff his passion for helping his fellow veterans find the benefits and services they are entitled to. Jeff received his law degree from Duquesne University School of Law and his Master of Business Administration from Duquesne University Donahue Graduate School of Business. He received his Bachelor of Science in Business Administration degree from Slippery Rock University, majoring in Marketing.

Jeff’s practice is focused on helping individuals navigate the many pitfalls of Medicaid Asset protection with estate planning tools and techniques. He takes special interest in complicated distribution planning options with qualified accounts and distribution patterns designed to maximize the value of the estate while minimizing all tax consequences. His educational coaching method ensures his clients understand the gravity of their options they consider important to accomplishing their goals during their life and how to achieve their wishes when they pass.

Jeffrey D. Katz, Esq. is the founder and managing partner of JDKatz, P.C. Jeffrey, a native of Baltimore, MD, received his undergraduate degree from The American University (Washington, DC), Law degree from the Chicago-Kent College of Law, and Masters of Taxation (LLM) from the University of Miami.

Jeffrey began his career with KPMG/Peat Marwick, LLP (now known as KPMG, LLP) at the firm’s Mid-Atlantic Tax Practice in 1998, and founded his own firm in 2000. Jeffrey’s prior tax and corporate engagements have included MCI/Worldcom, Symphony Communications, Sodexho/Marriott, Hechinger Co./Leonard Green & Partners, First Maryland Bancorp (now M&T Bank), B.F Saul Co. (Chevy Chase Bank), Crestar Bank, N.A. (now SunTrust), Genesis HealthCare (now NeighborCare), and Premier Publishing to name a few. Since entering private law practice, Jeffrey has continued to provide high-value representation in to corporate and individual clients alike, whether based nearby or from all corners of the globe. Jeffrey also represents “C” level executives, and their families in their personal and estate planning matters.

Jeffrey’s estate planning practice focuses on comprehensive planning which is both cost effective and impactful. He takes a special interest in charitable planning, and plans which allow grantors to impart their values to their beneficiaries. Jeffrey frequently serves as a Trustee, and has administered over $100 million in estates and trust assets.

Jeffrey is a frequent contributor to publications and periodicals, with recent articles having appeared in Bloomberg/BNA, Inc., The Washington Business Journal, and is a frequent speaker for NBI and myLawCLE.

CLE Accreditation:
mylawCLE seeks approval in all states except VA.

CLE 2.00 – AK
CLE 2.00 – AL
CLE 2.00 – AR
CLE 2.00 – AZ
CLE 2.00 – CA
CLE 2.40 – CO
CLE 2.00 – DE
CLE 2.40 – FL
CLE 2.00 – GA
CLE 2.00 – HI

CLE 2.00 – IA
CLE 2.00 – ID
CLE 2.00 – IL
CLE 2.00 – IN
CLE 2.00 – KS
CLE 2.00 – KY
CLE 2.00 – LA
CLE 2.00 – ME
CLE 2.00 – MN
CLE 2.40 – MO

CLE 2.00 – MP
CLE 2.00 – MS
CLE 2.00 – MT
CLE 2.00 – NC
CLE 2.00 – ND
CLE 2.00 – NE
CLE 2.00 – NH
CLE 2.40 – NJ
CLE 2.00 – NM
CLE 2.00 – NV

CLE 2.40 – NY
CLE 2.00 – OH
CLE 2.40 – OK
CLE 2.00 – OR
CLE 2.00 – PA
CLE 2.00 – PR
CLE 2.40 – RI
CLE 2.00 – SC
CLE 2.00 – TN
CLE 2.00 – TX

CLE 2.00 – UT
CLE 2.40 – VI
CLE 2.00 – VT
CLE 2.00 – WA
CLE 2.40 – WI
CLE 2.40 – WV
CLE 2.00 – WY

Accreditation Policy
myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.

Additionally, some states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, PR, and SD. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

On-demand CLE
myLawCLE will seek on-demand approval in all states except Virginia and Arkansas (outside reciprocal provisions stated above).

myLawCLE Credit Guarantee
myLawCLE offers a program and credit approval guarantee. If a registered attendee is unhappy with a CLE program they have attended, myLawCLE will offer that attended access to another complimentary CLE or a full refund in order to insure the attendee’s satisfaction.

Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Jeffrey Katz will discuss best practices to ensure that beneficiary designations are timely made, deeds prepared and recorded, and a viral approach to engagement of financial planners in the funding process.

Katz and Banner will review several HotDocs based Document Assembly Systems and discuss the pros and cons (costs, learning curves, etc.) of these types of systems to save time, boost productivity, reduce errors—and all while helping to eliminate reinventing the wheel when drafting documents.

Finally, Katz will also review techniques to turbo-charge your estate planning practice with respect to retirement accounts, and provide practical solutions to automate drafting of IRA beneficiary designations and retirement plan trusts.

Section I. Client Marketing
Section II. Automated Scheduling
Section III. Automated Follow Ups
Section IV. Wills vs. Trusts (Costs vs. Benefits)
Section V. Stand Alone Retirement (Stretch-IRA) trusts
Section VI. Best Practices for Engagement agreements
Section VII. Ethics, Conflict Waivers, Rule 1.7
Section VIII. Fiduciary Waivers, Joint Representation Waivers, Rule 1.8
Section IX. Attorney as Personal Representative and also Trustee
Section X. Legal Fees vs. Trustee Fees?
Section XI. Document Drafting Best Practices in HotDocs—WealthCounsel vs. Practical Planning Systems
Section XII. How not to lose your practice to Medicaid Pitfalls

1. Severance of Marital Trusts and the effect thereof on trust status as QTIP under §2056 (PLR 201526010)
2. Effect of spouse’s renunciation in interest of marital trust and disclaimer trust (Id.)
3. Effects of transfer of timing of property transfer as manifested as incomplete gifts for gift tax purposes and the effects of creation of durable power of attorney on the same (PLR 201525003)
4. Contributions of property to irrevocable trust by grantor when grantor is also a beneficiary of trust not necessarily a completed gift subject to gift tax (PLR 201718012)
5. Tax effects of testamentary power of appointment by donor (PLR 201718009)
6. Subsequent tax effects of distributions; permissible beneficiaries (PLR 201718006)
7. Powers of distribution committee as it relates to reception of gifts and subsequent distributions (Id.)
8. What might constitute a completion of a gift that would trigger tax consequences for the donor or the trust (PLR 201653008)
9. Basis effects of gifts when gifts are complete or incomplete(PLR 201653008)