Need Help? Call us at (281) 541-2807 Visit our Facebook Page Follow us on Twitter Subscribe to our RSS Feeds

Arizona Estate Planning Essentials

presented by NBI, Inc.
View the NBI, Inc. Profile and Course Listings

Summary

Arizona Estate Planning Essentials

Workshop Description/Agenda

Wills, Trusts, Powers of Attorney and Medicaid Planning 101

Individuals without a plan in place for incapacity, death or nursing home care will often see their wishes unfulfilled and their assets at the mercy of creditors. You have the power to prevent this. This program will show you when and how to use different estate planning tools to accomplish your clients' goals. Build a solid foundation for a successful estate planning practice - register today!

  • Will, trust or both? Learn how to make the right choice for your client's unique situation.
  • Examine the different types of trusts and understand when and why they are used.
  • Discover how to protect clients' assets when planning for Medicaid and nursing home care.

Agenda

Session Time: 2:00 PM - 4:00 PM Mountain
Presenter: John Paul Parks

  1. Incapacity Planning & Powers of Attorney
  2. Arizona Intestacy Basics
  3. Wills vs. Trusts
  4. Types of Trusts
  5. Medicaid Planning Basics

Who Should Attend

This program is designed for attorneys. Accountants, fiduciaries and paralegals may also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: Arizona Estate Planning Essentials