Refrex.co

WHO SHOULD ATTEND:   Basic Estate Planning Documents is a seminar for general practitioners and anyone who does not regularly practice estate planning, but gets asked about it anyway.   Attorneys whose practice areas include corporate and business, family, probate, litigation (general civil and commercial and business), real property and general practice will benefit from the program.

OVERVIEW:   Attend this seminar and learn about, and prepare, basic documents for clients, family and persistent friends.

YOU WILL LEARN ABOUT 5 BASIC DOCUMENTS THAT MOST PEOPLE NEED:
    A Durable Power of Attorney and A Durable Power of Attorney for Health Care
              Discussion of Powers of Attorney will cover basic drafting issues of what powers to incorporate
              as well as language to make sure the document is, in fact, durable. Additional topics of
              discussion will include the dangers of powers of attorney. Then, we will cover ways to protect
              your clients from the dangers and use of springing powers of attorney vs. other methods of
              ensuring the fiscal and physical safety of your clients. Finally, discussion on powers of attorney
              will cover where copies should be kept and the importance of not hiding them away in a safety
              deposit box.

    Living Will, Basic Will, and Trust
              Discussion on Living Wills will touch upon how to reassure your clients that having a living
              will does not mean the doctors will withhold essential care. The importance of having a living
              will in every situation where there is a healthcare power of attorney will be discussed as well.

              In the section on Wills and Trusts discussion will include the basic differences between wills,
              revocable living trusts and irrevocable trusts. We will discuss how to help your client choose
              between the options available to them and what to look for in helping them make that choice.
              The dangers of an unfunded trust will be covered as well.

              PRODUCER and FACULTY:
              KARL WARDEN
              Jackson, Kweller, McKinney, Warden, Lewis & Hayes

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Received before or on MAR 19:
$45 NBA member; $55 non-member

Received after MAR 19:
$55 NBA member; $65 non-member
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Registration must be received before or on MARCH 19 to guarantee written materials at the program. No refunds will be issued after the registration deadline; however, a substitute may attend for a registered participant.

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