Electronic Wills and Remote Witnesses Act

We will review the administration of non-complex estates, including the probate process, trust administration, distribution of assets, tax issues, and advising the individual fiduciary. Attendees will come away with a knowledge of basic estate and trust administration without weeding through the complexities of estate and gift tax planning and returns.

An overview of first-party and third-party special needs trusts, drafting tips and techniques and how to decant to a special needs trust.

How has the COVID-19 pandemic affected clients on Medicaid? What about those clients who joined Medicaid during the pandemic? Learn about the latest in Medicaid planning, how to help clients protect assets for individuals on Medicaid, how to effectively handle Medicaid appeals, and how (and when) to fight an appeal.