WEBINARS AVAILABLE ON DEMAND
ON DEMAND: Got Trust Issues? From Love at First Sight through the Break Up: Trust Administration from Start to Finish
Presenter: Amy Fanzlaw, Esq.
Available through February 23, 2024
Questions about handling issues that arise during a typical initial trust administration? Wondering how to resolve tension that sometimes emerges between trustees and beneficiaries? This CLE will walk through a typical initial administration of a revocable trust from the moment the grantor dies until final distribution and termination of the trust. Among the topics discussed will be the important documents to prepare at the beginning of an administration, to whom notice must be provided and when, strategies for dealing with difficult beneficiaries, identifying and handling creditors, marshaling and valuating assets, compensation of trustees and attorneys, partial and final distribution, and tax issues that may arise along the way. Helpful and practical materials to incorporate into your practice will also be provided.
CLE Information: 1.5 CLE Credits with 1.5 Certification Credits in Elder Law and Wills, Trusts, & Estates
To register, please click here.
ON DEMAND: How to Maximize Your Client’s Priority Score for Home and Community Based Services
Presenters: Brandon Arkin, Esq. & Jason Neufeld, Esq.
Available through September 29, 2023
Participants will learn how to navigate through the red tape of getting their client HCBS. This program will explain the roll out of the ADRC/AAA in the waitlist process, how the client’s position on the waitlist is determined, what information the client will need to maximize their score and how to prepare them for the phone interview and ensure they score as high as possible to avoid lingering on the list.
CLE INFORMATION: 1.5 CLE Credits; 1.5 Certification Credits in Elder Law