McCuiston Law Offices, Phone: 919-467-4100 - Fax: 919-467-8840
McCuiston Law Offices - Practice Areas

Presentations

Estate Planning Presentations

    1. Basics of Estate Planning
      1. [WTM] addresses documents needed in estate planning such as Powers of Attorney, Trusts, Wills, and Living Wills and certain consequences of having and not having these documents
      2. Without the proper legal documents, a person’s estate will pass to heirs through laws created by the State. Some of these laws are not favorable and can be contrary to the decedent’s wishes. To ensure your property goes to whom you desire, you must have the right legal documents prepared. In addition, through good planning, certain taxes can be avoided. After attending this program, you will understand the essential legal documents needed in estate planning, such as, a Will, a Trust, a Power of Attorney, and a Living Will.
      3. Among the topics discussed are:
        1. Tax consequences of not having a will.
        2. Property transfer consequences of not having a will.
        3. Creating trusts and why they are helpful.
        4. Responsibilities of my designated power of attorney.
        5. Living wills and the peace of mind they provide.
      4. Who will benefit from this presentation:
        1. Financial Planners
        2. Persons without Estate Planning Documents
        3. Persons with changed circumstances needing documents
    1. Understanding Health Care DocumentsReturn to top of page
      1. [WTM] takes a close look at documents needed to protect your health care concerns. Specifically, Health Care Powers of Attorney, Living Wills, HIPPA Authorizations, and MOST (Medical Order Scope of Treatment) will be addressed.
      2. Advances in medicine allow people to live longer; thus, a need for proper health care documents grows. But what happens if you are physically or mentally unable to make decisions on your own? Who will you allow to decide what medical treatment is appropriate? Major issues, such as, whether or not to be on life support or whether to donate organs, are all part of health care directives. After attending this seminar, you will have an understanding of what a Health Care Power of Attorney, HIPPA Authorization Form, and a Living Will is and why it is important to have them.
      3. Among the topics discussed are:
        1. Designating a health care power of attorney.
        2. Responsibilities of a health care power of attorney.
        3. Living wills and the power they have if you become incapacitated.
        4. Laws governing medical documents and the need for HIPPA authorization.
      4. Who will benefit from this presentation:
        1. Financial Planners
        2. Persons without Health Care Directives
        3. Persons with changed circumstances needing Directives
    1. Business SuccessionReturn to top of page
      1. [WTM] explains what happens to business ownership interests when one owner dies and how to maintain control over your business both in life and death.
      2. As a business owner, you have spent your life building a company that you are proud to own. But, what happens when you are ready to retire or if you pass away unexpectedly? Through this presentation, you will learn strategic steps to plan and make certain the continued success of your business. Several major concerns are addressed in this presentation, such as, managing a business with multiple owners, consequences of an unexpected death of an owner, and planning your estate and choosing a successor. When you leave this presentation, you will understand key tax and estate planning issues that must be solved to keep your business running after you are gone.
      3. In order to ensure the continued success of a client’s (or your own) business, it is necessary to develop a plan. The planning process includes consideration of such issues as (1) how to maintain control of the business during life, especially when there are co-owners involved; (2) how to determine who will maintain control upon such unexpected events as the client’s death, disability, or incapacity; and (3) the tax implications of these events and the planning strategies available to prepare for them. These strategies include (among others) the selection of a business entity that is most appropriate for the client’s goals, and the use of agreements between business co-owners, employees, spouses and others. It is important to realize that failure to locate tax-saving strategies that may arise can result in liability for tax advisors.
      4. Among the topics discussed are:
        1. Insuring the company to protect in case a partner dies.
        2. Estate planning issues for business owners.
        3. Tax consequences of a business transfer at death.
        4. Co-owners and the control each owner has over the business.
        5. Unexpected death of an owner and the consequences of being unprepared.
      5. Who will benefit from this presentation:
        1. Business Owners
        2. Potential Business Owners
        3. Financial Planners
        4. Estate Planners
    1. ProbateReturn to top of page
      1. [WTM] introduces the basics of estate administration in order to understand the importance of creating an estate plan and what is involved and required during the estate administration process.
      2. The death of a loved one can be a very difficult time. Most often, the family is left with the duty of handling the estate. This presentation explains the process of probate and estate administration, including opening the estate file, preparing court forms, and closing the estate. After attending this presentation you will have an understanding of how to administer an estate within the North Carolina Probate Court and how to pre-plan to avoid probate.
      3. Among the topics discussed are:
        1. Key terms about probate and estate administration.
        2. Assessing the value of the estate.
        3. Determining whether there is any probate property.
        4. Opening the estate with the NC Probate Court.
        5. Electing a Personal Representative.
        6. Distributing property.
      4. Who will benefit from this presentation:
        1. Attorneys
        2. Persons dealing with probate estate.
    1. Top Estate Planning Mistakes People MakeReturn to top of page
      1. [WTM] discusses common mistakes people make when planning out their financial future.
      2. Looking back at all the hard work it took to get where you are today, it is important to protect your assets and build upon them for you future. This task should be entrusted to a professional who cares and is highly educated on how to create and preserve your assets. This presentation discusses the Top Estate Planning Mistakes People Make and how to avoid them. After attending, you will understand tax allowances and how to use them, when trusts are appropriate, and minimizing risk of losing your assets to creditors.
      3. Among the topics discussed are:
        1. Protecting your assets from creditors.
        2. Retirement accounts and designated beneficiaries.
        3. Will executions and common mistakes.
        4. Trusts and which assets to put in a trust.
        5. Balancing assets to avoid taxes
      4. Who will benefit from this presentation:
        1. Practitioners
        2. CPAs
        3. Financial Planners
        4. Anyone at estate planning stage

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