Make Sure Your Estate Goes to Those You Love With This Seminars

Effective estate planning is neither a simple one-time event, nor a burdensome, endless task. Nor is it restricted to individuals of a specific age, profession, income or asset base. However, even those who recognize the value of long-term estate planning often have more questions than answers. Get those answers on our Seminars.

Morris Hall is here to help. At our informative seminars, you will find out, in simple terms, how a living trust works and how it will protect against probate, guardianship, creditors and taxes. We will also explain the significant new changes in the law that have affected everyone’s estate plans. Register now and take the first step toward providing financial security for your family’s future and eliminating the uncertainty and confusion surrounding your estate.

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CEAsset ProtectionEstate Planning

May 15 12pm CLE - Planning for Special Needs Seminar

Friday, May 15, 2015 -

Time: 12:00pm - 1:00pm

Continuing Legal Education * Planning for Special Needs /
Friday, May 15th / 12:00 pm – 1:00 pm / $15 includes lunch /  We will discuss:

• What a Special Needs Trust is and how it works
• Planning for Special Needs Trusts
• Entitlement and Means Tested Programs
• Potential liability for not maintaining eligibility for disabled plaintiff
• Avoiding conflicts of interest


Location

Morris Hall, PLLC - 3300 Tower
3300 N Central Ave, Suite 900
Phoenix, Arizona 85012


Event Fees:

$ 15.00 Ticket

May 22 12pm CLE - Asset Protection Seminar

Friday, May 22, 2015 -

Time: 12:00pm - 1:00pm

Continuing Legal Education * Asset Protection & IRA's /
Friday, May 22nd /  12:00 pm – 1:00 pm / $15 includes lunch.
We will discuss:
• Protecting Life Insurance from creditors
• Why the use of a Family Retirement Preservation Trust (FRPT) is so important
• How the distribution rules affect most qualified retirement plans as well as IRAs
• When an IRA owner and IRA beneficiary must begin taking distributions from the IRA

Location

Morris Hall, PLLC - 3300 Tower
3300 N Central Ave, Suite 900
Phoenix, Arizona 85012


Event Fees:

$ 15.00 Ticket

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