Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law.
Stephen E. Diamond is a partner in the law firm of Stenger, Diamond & Glass, LLP. He received his Juris Doctorate from Pepperdine University and a Master of Laws in Taxation from the University of Florida. He is admitted to practice in New York, Florida, and Massachusetts.
On-Demand: September 23, 2022
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Session I - Trust Planning – R. Lance Pruitt
This portion of the webinar provides a basic, but broad overview of trust planning. The material explores and defines basic terms associated with trusts and allows the attendee to better understand the unique vernacular of trust planning. The materials address the components of a trust and defines the parties to a trust. This includes an outline of several reasons or scenarios where trust planning is warranted, as well as a quick glance at the basic types of trusts.
The materials drill down on the roles of Trustee and Trust Protector, in terms of exactly the duties and powers of each. Furthermore, the materials delve into items to consider when selecting the Trustee, thereby equipping the attendee with several talking points when discussing trust planning with clients. The materials outline Trustee candidate options, and the pros and cons of choosing an individual trustee, co-trustees, and/or a corporate or institutional trustee. It concludes with an analysis of information and data that the estate planner should gather from the client prior to, and during, the client conference, as well as suggested questions for the estate planner to ask of the client to better qualify the need for trust planning.
The final portion of the materials address revocable living trusts, which is a commonly used estate planning tool for estate plans every day. The materials address the advantages, drawbacks and other considerations associated with revocable living trust planning. Naturally, this includes ample coverage of the basics of revocable living trust planning. The revocable living trust materials conclude with attention to the art and science of funding a revocable living trust, and this is further broken down into specific types of assets that can be owned a revocable living trust (e.g., real estate, investments, business interests, etc.).
Key topics to be discussed:
Session II – Trusts: Estate, Tax, and Medicaid Planning – Stephen E. Diamond
On the second session of this webinar, join SDG Law’s Stephen E. Diamond as he discusses the use of trusts in estate planning and tax reduction. We will also take a look at the basics of Medicaid planning.
Key topics to be discussed:
Session III - Ethics – Stephen E. Diamond
Join Stephen Diamond as he concludes this webinar with an ethics session, discussing who the client is and how to access their capacity, among other topics.
Key topics to be discussed:
This course is co-sponsored with myLawCLE.
Date: September 23, 2022
R. Lance Pruitt
Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree in taxation from the University of Missouri-Kansas City School of Law. Mr. Pruitt was also an adjunct professor for several years at Tusculum College (Knoxville campus) where he taught Business Law.
Stephen E. Diamond | Stenger, Diamond & Glass, LLP
Stephen E. Diamond is a partner in the law firm of Stenger, Diamond & Glass, LLP. He received his Juris Doctorate from Pepperdine University and a Master of Laws in Taxation from the University of Florida. He is admitted to practice in New York, Florida, and Massachusetts. He practices primarily in the areas of Estate Planning and Administration, Business Formation and Transactions, Real Estate, Bank Lending, and Elder Law issues.
He is past Chairman of and current legal counsel to the Dutchess County Regional Chamber of Commerce, legal counsel for The Chamber Foundation, a 2017 Northern Dutchess NAACP Freedom Fund Honoree for Justice, a past member of the Board of Directors of The Community Foundation of Dutchess County and a frequent lecturer on the topics of Estate and Retirement planning and Elder Law issues. He is a sitting Judge in the Town of Union Vale and previously served his community as Assistant Chief of the Arlington Fire District.
Session I – Trust Planning | 9:30am – 11:10am
Break | 10:30am – 10:40am
Session II – Trusts: Estate, Tax, and Medicaid Planning | 11:10am – 1:30pm
Break | 11:40am – 11:50am
Break | 12:50pm – 1:00pm
Session III – Ethics | 1:30pm – 2:40pm
Break | 2:00pm – 2:10pm
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