Total Credits: 2.0 CLE
In this program, we will explore the legal, statutory and documentary framework of estate planning, including exploring various non-documentary options for clients with modest means, as well as touching on the basics of estate administration of decedent’s estates. Topics will include the basics of estate planning documents, including wills, trusts, powers of attorneys and living wills. Additionally, we will explore the options available for non-probate transfer planning, and opportunities available to veterans. This program is intended to be a basic overview, but will provide the attendees with a foundational knowledge to aid in the preparation of foundational documents, and to assist with basic probate administration.
ABOUT THE MODEST MEANS PROJECT
The Modest Means Project provides low-cost legal assistance to people who cannot afford the expertise of attorneys at standard rates, but who do not qualify for free legal services due to income qualification or other restrictions. For more information about the program, and to volunteer, visit http://www.azflse.org/modestmeans/.
Modest Means Project Volunteers, contact Lara Slifko at lara.slifko@azflse.org or 602.340.7235 to receive your coupon code for 50% off registration.
| MMWillsMaterials.pdf (3.1 MB) | 82 Pages | Available after Purchase |
| Arizona General Power of Attorney (543.6 KB) | 4 Pages | Available after Purchase |
| Slides.pdf (753.6 KB) | 12 Pages | Available after Purchase |
T. J. Ryan is a senior partner with the law firm of Frazer Ryan Goldberg & Arnold, LLP, in Phoenix. T.J.'s practice encompasses virtually all aspects of estates and trusts, including estate and business planning, probate and trust administration, and litigating contested issues related to estates and trusts. An AV Preeminent rated attorney by Martindale-Hubbell, Best Lawyers in America selected T.J. as "Lawyer of the Year" in Trust Litigation for 2015. In 2017, the American College of Trust and Estate Counsel (ACTEC) named T.J. as a Fellow of the college. T.J. received his law degree from the James E. Rogers College of Law at the University of Arizona in 2002, after graduating with a BBA from Baylor University in Waco, Texas. Along with colleagues Darren Case and Brent Nelson, T.J. is the co-author of the Arizona Estate Planning and Probate Handbook, published by Thompson Reuters as a part of the Arizona Practice Series. T.J. has assisted with the editing of the Arizona Probate Practice Manual and the Arizona Attorneys’ Fees Manual (both publications of the Arizona State Bar) and served on the Task Force which revised the Arizona Rules of Probate Procedure in 2017-2019. T.J. served as the President of the Maricopa County Bar Association in 2015. T.J. is a native of Phoenix, Arizona who enjoys golf, Crossfit™, baseball, and spending time with his wife and two sons.
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