At this presentation we will discuss:
- What to do when a death occurs and the process of a trust administration.
- Recent law changes and the benefits of keeping your MH Estate Plan up-to-date.
- How the A and B trusts work in your living trust.
- What happens to your assets and estate when you die?
- The need of proper coordination with your estate plan and financial plan.
- How to protect your assets and estate from spend down for long-term care, creditors and divorce.
| Tucson, AZ |
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| Tuesday, March 12th 9:00am-11:00am |
Westward Look Resort 245 East Ina Road Tucson, AZ 85704 (Google Map) |
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| Tucson, AZ | |
| Wednesday, March 13th 6:00pm-8:00pm |
Hilton Tucson East 7600 East Broadway Boulevard Tucson, AZ 85710 (Google Map) |
| _ | |
| Surprise, AZ | |
| Tuesday, March 19th 9:00am-11:00am |
Windmill Inn & Suites Surprise 12545 West Bell Road Surprise, AZ 85378 (Google Map) |
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| Mesa, AZ | |
| Wednesday, March 20th 6:00pm-8:00pm |
Arizona Golf Resort 425 S Power Rd Mesa, AZ 85206 (Google Map) |
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| Scottsdale, AZ | |
| Thursday, March 21st 9:00am-11:00am |
Hilton Scottsdale Resort 6333 North Scottsdale Road Scottsdale, AZ 85250 (Google Map) |
| _ | |
| Phoenix, AZ | |
| Thursday, March 21st 6:00pm-8:00pm |
Pointe Hilton Squaw Peak Resort 7677 North 16th Street Phoenix, AZ 85020 (Google Map) |
Latest posts by Morris Hall, PLLC (see all)
- What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053 - September 16, 2022
- Does Your Estate Have Sufficient Liquidity? - September 14, 2022
- Understanding Asset Protection Trusts - September 12, 2022
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