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Essentials of Wills & Trusts, 08/18/2023, On Demand More info »
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Live Event

Essentials of Wills & Trusts

Total Credits: 2.25 CLE

Average Rating:
   33
Categories:
Probate & Estate Planning |  Modest Means Foundations of Justice Series
Faculty:
Shawn David Garner |  Adam D Hansen
Duration:
2 Hours
Co-Sponsored by:
Co-Sponsored By The Probate & Trust Section
Location:
State Bar of Arizona, Daniel J. McAuliffe CLE Center - Phoenix, AZ
Dates

Description

In this program, we will explore the legal, statutory and documentary framework for basic estate planning, including exploring various non-probate transfer options for clients with modest means, as well as touching on the administration of decedent's estates.  

Topics will include an overview of estate planning documents, including wills, trusts, powers of attorneys and living wills.

This program is intended to provide the attendees with a foundational knowledge to aid in the preparation of estate planning documents and assistance with probate administration.

Faculty

Shawn Garner, Deason Garner & Hansen

ABOUT THE MODEST MEANS PROJECT

The Modest Means Project provides low-cost legal assistance to people who cannot afford attorneys' standard rates but don't qualify for free legal services. For more information about the program, and to volunteer, visit https://azbar.org/for-the-public/public-service-center/modest-means/.

Current Modest Means Project Volunteers: Contact Fabiola Perez at Fabiola.Perez@staff.azbar.org to receive your coupon code for 50% off registration.

Legal Aid Attorneys: Contact Chris Groninger at chris.groninger@azflse.org for your coupon code. 

Handouts

Essentials of Wills and Trusts_Final Materials (15.8 MB) 44 Pages Available after Purchase

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 33

Comments

Jacob R

"The speakers spoke very clearly and in terms that were easily understood. I was able to gain knowledge in an area that I do not practice often. "

Jodi M

"Clear and concise information. "

Joseph L

"So well presented. Very informed speakers."

J M

"Just good"

Stephen E

"Clear explanations"

John C

"Well presented overview of the many facets of estate planning."

Lori E

"Very informative"

Neal C

"These guys are funny, cover a lot of ground in a basic explanation of the subject, give a personal example of how it might apply, cover all the basic stuff (poa, will, trust)."

Jennifer W

"Speakers were engaging and knowledgeable, material was presented clearly and in an organized fashion. Material covered was exactly what was promoted and what I expected. Great seminar."

Kandace W

"Speakers gave clear and concise answers to questions."

Location

State Bar of Arizona, Daniel J. McAuliffe CLE Center

4201 N. 24th Street, Suite 100, Phoenix, AZ 85016 , United States
(602) 252-4804
www.azbar.org

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