CLE & Events
EPPT Fundamentals II: Basic Estate Planning
Fri, February 9, 2018
12:00 PM - 1:30 PM AZ
PRESENTED BY THE MCBA ESTATE PLANNING/PROBATE/TRUST LAW SECTION
DESCRIPTION
The presentation will include an overview of estate planning vehicles including Wills, Trusts, Powers of Attorney and Living Wills, as well as discussion regarding applicable Arizona law, information needed from clients, client interaction, family considerations, community property, funding of Trusts and basic tax considerations. The materials include several forms including, a form engagement letter, client questionnaire, trust funding letter and powers of attorney. This course is designed for new attorneys and attorneys who want to become more knowledgeable in this area.
SPEAKER
Hillary P. Gagnon, Esq., Partner at Jennings, Haug & Cunningham, LLP
Arizona CLE (self-submission)
Credit has been approved with the Arizona CLE (self-submission) for 1.50 General credits.
111 E Taylor street, Room 650
Phoenix, AZ
Cancellations: the cost of the CLE will be credited to your MCBA account if the CLE is cancelled in one of the two manners listed below:
1) MCBA cancels or postpones the CLE or
2) At least two business days prior to the program, MCBA receives your cancellation, in writing, via email at(cle@maricopabar.org). Please note a $10.00 administrative fee applies.
If you registered and paid, but could not attend, you may request that materials be sent to you, free of charge.
Fri, February 9, 2018
12:00 PM - 1:30 PM AZ
cle@maricopabar.org
602-682-8586