Upcoming Webinar Topics

Anatomy of a Standalone Trust 
Thursday, July 9, 2020
2:00 PM Eastern Time (US and Canada)

Diving into the the Medicaid Asset Protection Trust 
Thursday, July 16, 2020
2:00 PM Eastern Time (US and Canada)

Past Webinars

Tailor Made Wills

How Covid-19 has made advance directives and the durable power of attorney crucial documents for people of all ages.

Medicaid in the Time of COVID-19

Duties of an Executor/Administrator

Second Time Around: Estate Planning for the Blended Family

Planning for Minor Beneficiaries

Income Eligibility for Medicaid: Pooled Trust

Debunking the Myth: Why Estate Planning is for everyone

What impact does the closure of the Surrogate's Courts have on the debate over the need for a living trust rather than a last will and testament?

Trustee Responsibilities: Preparing for Incapacity

Medicare and Medicaid: How Do They Work Together?

Retirement Planning After the SECURE Act

Demystifying Medicaid

Understanding Trusts: Part 1


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