Total Credits: 2.25 CLE
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.
| Essentials of Wills and Trusts_Final Materials (15.8 MB) | 44 Pages | Available after Purchase |
Mr. Shawn Garner is the managing partner at Deason Garner & Hansen Law Firm, where he focuses his practice in the areas of Medicaid, Trusts, and Probate. Mr. Garner earned his Bachelor of Science degree, Summa Cum Laude, from Colorado State University in 2005, followed by his Juris Doctorate from the University of Kentucky Law School in 2008. In 2008, he acquired his law license for both Arizona State and Federal Courts. He obtained his financial planning license (Series 65, Series 66, Series 7) and life insurance (Arizona) licenses in 2015. Furthermore, he became a licensed fiduciary through the Arizona Supreme Court in 2016 and a licensed realtor in 2019. Mr. Garner began his practice as an exclusive estate planning attorney in 2012. Over the years, he has drafted over 5000 wills and trusts. His experience extends to trust administration, probate, and ALTCS/Medicaid matters. Mr. Garner has been a partner Deason Garner & Hansen since 2013. Additionally, he is a Professional Alliance Partner with Ameriprise Financial since 2016 and has been a partner at DGH Realty, a Real Estate Brokerage, since 2019. Mr. Garner has conducted over 100 seminars for the public on various elder law topics and is a frequent speaker for continuing legal education courses. He hosts a weekly radio show and podcast titled "Life Death and the Law." In the professional sphere, he is an active member of the Probate and Trust Executive Council (PATEC) for the State Bar of Arizona, where he has held positions such as Secretary (2020) and Chair Elect (2023). Furthermore, Mr. Garner is a member of the National Academy of Elder Law Attorneys (NAELA) since 2013, serving on the Board of the Arizona Chapter in 2021 and 2022. Mr. Garner was raised in Sandpoint, Idaho. He is married with six children. He enjoys spending time on his small family farm, camping, boating, and off-road adventures in the desert.
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