If you're currently beginning to practice (or would like to practice more) in the field of estate planning, but lack sufficient background -- then this popular course is the one for you!

Over a series of 7 half-day sessions, you will gain a detailed grounding in the most critical, fundamental and practical issues and tasks every excellent estate planner must know. And if you attend at least 6 of these 7 sessions, you will, upon request, receive a statement certifying your completion of this course!

One of the key elements of this course will be a special focus on the strategic importance of tax and non-probate considerations in estate planning. Also highlighted will be significant legislative changes. Whenever possible, model documents will be distributed.

The chairs and organizers of this program are Thomas R. Andrews, Karen E. Boxx and Samuel A. Donaldson, who have each practiced, taught and published in the field of estate planning for many years.

The University of Washington School of Law skills training course in Basic Estate Planning Law & Practice is a 28-hour program designed for persons who intend to devote a portion of their time to estate planning matters. A statement certifying completion will be awarded, upon request, to those persons who attend at least 6 of the sessions. All sessions will be held from 1:00 p.m. to 5:00 p.m. in the Attorney General's Training Center, Suite 2400, 900 Fourth Avenue, Seattle

Session 1 -- April 2, 2004: GETTING STARTED

• Planning in the Shadow of the Statute of Descent & Distribution Fact Gathering
• Organizing an Estate Planning Practice
• Legal Ethics and Estate Planning

Session 2 -- April 16, 2004: Community Property and Non-Probate

• Keeping Community Property and Separate Property Straight
• Prenuptials, Separate Property and Community Property Agreements
• Keeping Probate and Non-Probate Property Straight

Session 3 -- April 23, 2004: Using Trusts in Estate Planning

• Living Trusts or Testamentary Trusts?
• Trustees Powers and Duties
• Trusts for the Disabled
• Medicaid Rules

Session 4 -- April 30, 2004: Will Drafting 101

• Capacity and Undue Influence
• Execution and Revocation
• Statutory Considerations
• Changed Circumstances

Session 5 -- May 21, 2004: Primer on Probate

• Basic Probate Procedure
• Homestead and Family Support
• Creditors Claims
• Non-Judicial Dispute Resolution

Session 6 ­ June 4, 2004: Tax

• Basic Estate and Gift Tax Concerns
• State Death Tax
• Credit Shelter Trusts
• Charitable Giving

Session 7 ­ June 11, 2004: Planning for Retirement and Disability

• Medical Legal Issues at the End of Life
• Guardianship
• Powers of Attorney
• Retirement Planning

27.0 General and 1.0 Ethics CLE credits are approved (28 total). For more information regarding CLE credits in other states, contact UW CLE at 206-543-0059.

Refunds are available up to five days prior to the program. In lieu of a refund, we encourage participants to send a substitute. Please notify the UW CLE of any requests for refunds or substitutions. All cancellations are subject to a $30 handling charge.

To request accommodations for the disabled, please contact the office of the Disability Services Office at least ten days in advance at:(206) 543-6450 (voice); (206) 543-6452 (TDD); (206) 685-7264 (FAX), or dso@u.washington.edu (E-Mail).