Notes From Previous Seminars and Lectures

The following is a list of seminars and lectures I have done in the past. Feel free to brows through my notes for information on the various things affecting estate planning issues and laws today. Although this material is informational, everyone’s circumstances are different, and sometimes complicated. For this reason, it is important for you to also consult with an experienced, licensed attorney for all of your estate matters.

Estate Planning:
20 Common Mistakes Made By Families in Probate And Estate Planning Matters
The Importance Of Having A Living Will: Thoughts On The Terri Schiavo Case
Top Ten Estate Planning, Wealth Transfer, And Asset Protection Techniques In Arizona
New Planning Ideas Under The Arizona Trust Code
Current Tax Issues In Estate Planning
Resolving Legal And Financial Issues For The Elderly Client
How To Protect An Elderly Client’s Assets
Planning For Your Client’s Incapacity

Probate Issues:
20 Common Mistakes Made By Families in Probate And Estate Planning Matters
Contesting Wills And Trusts In Arizona
Common Mistakes In Guardianship And Conservatorship Proceedings
Basic Probate Practices: Avoiding Common Mistakes In Decedent‘s Estates, Guardianships And Conservatorships
The Estate Administration Process: Advising And Assisting The Personal Representative
Closing The Probate Estate
Uncovering The Law Of Intestacy And How They May Apply

Guardianship Issues:
Common Mistakes In Guardianship And Conservatorship Proceedings
Basic Probate Practices: Avoiding Common Mistakes In Decedent‘s Estates, Guardianships And Conservatorships
Planning For Your Client’s Incapacity

Elder Law Issues:
Resolving Legal And Financial Issues For The Elderly Client
How To Protect An Elderly Client’s Assets
Financial Exploitation Of The Elderly

Creditor Protection Issues:
Protecting Your Assets

Clark V Rameker: US Supreme Court Rules That Inherited IRA’s are not protected from creditors
Family Limited Partnerships 1
Family Limited Partnerships: Practice Tips To Deal with Recent Developments
Family Limited Partnerships 2

Tax Issues:
Tax Tips For The Small Business Owner

Advanced Issues For Section 529 Plans
Tax Issues For The Family Law Attorney
Common But Misunderstood Tax Issues For The Elderly, Their Families, and Other Clients
Recent Developments For Minimum Distributions From Retirement Plans
Current Tax Issues In Estate Planning

Insurance Issues:
Insurance Concepts You’ll Need To Sell To High Net Worth Individuals and Business Owner