An In-Depth Course for Attorneys on Maximizing Tax Benefits, Compliance, and Strategic Planning in Estate Management
This course provides attorneys with comprehensive knowledge and practical strategies for effective estate planning. Focusing on the importance of preparation, emotional navigation, and regulatory compliance, participants will gain valuable insights into various aspects of estate planning.
Through case studies, discussions, and real-world examples, attorneys will learn to address client goals, manage disputes, understand asset valuation, handle tax implications, and navigate complex legal challenges. The course covers topics such as trust planning, asset valuation, modern assets like cryptocurrencies and NFTs, basis and stepped-up basis, tax planning, estate income tax, contracts and agreements in estate cases, portability, charitable donations, generation-skipping tax, trusts, ethical responsibilities, and elder abuse concerns.
By the end of the course, attorneys will be equipped with the knowledge and skills necessary to provide effective estate planning services to their clients while ensuring compliance with relevant regulations and addressing emotional considerations.
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Partner at Prior Law Firm
Nathaniel V. Chittick, J.D., LL.M, (Nate) is a Partner at Prior Law Firm, in Georgia. Nate specializes in trust-based estate planning with emphasis on special needs trusts, elder law, and estate tax planning. Before joining Prior Law Firm, Nate served as a U.S. Marine and Soldier for more than 25 years. He was twice decorated for valor during combat actions in Iraq and later transferred to the Army to serve as a judge advocate. Nate became interested in estate planning when he learned one of his sons was autistic and needed a special needs trust. He could not find a local attorney to help, so he set out to do the job himself. Nate returned to school and earned a second LL.M in Wealth Management (Tax Law, Estate Planning, and Investment Advising) from Texas A&M University. In his current practice, Nate designs custom plans for estates of all sizes. He enjoys solving complex tax, business, and estate planning challenges for his clients. Nate is licensed to practice law in Georgia and Kentucky. He has a J.D. from the University of Louisville, a LL.M. in International and Operational Law from the U.S. Army JAG School, and a LL.M. in Wealth Management from Texas A&M University. You deserve a personal and experienced approach to estate planning. Call 706-389-9104 or email info@priorlaw.com to schedule your consultation today.
PODCAST HOST | LEARNFORMULA
B.C. is a working actor, storyteller, comedian, teacher, DJ, writer, consultant, and more (including a professional patient) with a love of running, yoga, darts, and disc golf. Along the way, he found an intense love of conversation and a burning excitement for what others are passionate about. Learning something new, about someone new, every day is a mantra he often repeats… sometimes aloud in the produce section of the grocery store despite strangers' concerned stares.
