Estate Planning Seminars for Your Group
As part of our service to our community, we are pleased to present educational presentations for your group.
First, how many people does it take to qualify as a group? We have given presentations for as few as five people up to as many people as you would like.
The presentations can be adjusted to fit the time schedule for your group, usually lasting from 20 minutes to 1 ½ hours. We can talk about any of the suggested topics given below or we can prepare a custom presentation just for your group.
To arrange a presentation, please click here for contact information.
Suggested topics
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Estate Planning in General - This can be a general topic OR directed toward any specific audience such as elderly, young parents, etc.
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Business Succession (who is going to take over my business when I retire/die?) - estate planning for the small business owner
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Just What is a Living Trust? - How a living trust simplifies estate planning
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A Trust or a Will? Which is the best choice?
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Healthcare Directives - What planning is needed for health issues?
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Special Needs Trusts - how to protect a loved one who is receiving Medicaid
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Elder Law Issues - What planning is needed to prevent problems as one grows older?
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Elder Law Issues - What needs to be done to protect my parent(s)?
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Asset Protection - What can be done to protect my assets from creditors?
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Asset Protection - What can I do to protect my children's assets from their creditors and from their Predators (Predators = their divorcing spouse)?
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Charitable Giving - What is the best way to give gifts to my favorite charity and, at the same time, get the maximum tax advantages from it?
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Charitable Giving - What is involved in setting up a foundation?
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Giving to My Family - Should I do it now or wait until my death?
Please click here to contact us for more information.