22 Results for ‘defending-and-pursuing-mental-health-claims-under-fmla-and-ada

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OnDemand Course: Legal and Ethical Challenges in Assessing Your Client's Mental Capacity

Legal and Ethical Challenges in Assessing Your Client's Mental Capacity

Understanding the many reasons as to why people initiate a will or a trust following a loved one's death, among that undue influence is one of the most common.

Live Webinar: Estate Planning Technology: Electronic Wills

Estate Planning Technology: Electronic Wills

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic.

Live Webinar October 13, 2020 1:00pm EST

CFP (pending), CLE, CPE credit available

Live Webinar: Asset Spend Down Requirements in Order to Qualify for Medicaid and Other Benefits

Asset Spend Down Requirements in Order to Qualify for Medicaid and Other Benefits

Assist your clients in qualifying for Medicaid with these methods and strategic planning. Many clients of an elder law practice encounter the increasing cost of quality health care across the nation, resulting in...

Live Webinar September 14, 2020 1:00pm EST

CLE, CPE credit available

Live Webinar: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets. Learn how to best avoid liability and properly oversee the administration of an estate or trust.

Live Webinar September 21, 2020 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Course: Fundamentals of Succession Planning

Fundamentals of Succession Planning

Succession Planning is an essential component for a complete estate plan.Whether the individual owns a business, created a charitable entity, or has pets, the manner to effectuate a successful transfer is based on a...

OnDemand Course: The Role of Lifetime Gifts in Estate Planning

The Role of Lifetime Gifts in Estate Planning

Gain an understanding of the effective estate planning concepts and techniques for lifetime gifts.Effective estate planning involves more than just the preparation of will and trust that are designed to take advantage...

OnDemand Course: Managing Fiduciary Duties Regarding Investment in Today's Economic Environment

Managing Fiduciary Duties Regarding Investment in Today's Economic Environment

Determine how to best structure a portfolio for a trust and avoid the red flags associated with claims by beneficiaries when performance lags.Trusts and estate practitioners, including fiduciary litigators, commonly...

OnDemand Course: Estate and Trust Administration Disputes

Estate and Trust Administration Disputes

Gain an understanding of estate and trust administration disputes and methods to resolve them.Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to...

Available as OnDemand Course, MP3 Download

OnDemand Course: Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Any individual who has any assets, regardless of the value, and who has family or loved ones must...

Available as OnDemand Course, MP3 Download

OnDemand Course: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

Learn how to properly advise and plan for a veteran who is eligible for VA benefits.The purpose of this topic is to enable professional advisors, such as attorneys, CPAs, financial planners and anyone that provides...

Available as OnDemand Course, MP3 Download

CLE credit available

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