43 Results for ‘time-management-for-attorneys’
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Medicaid and Elder Law in Maryland: Financial Powers of Attorney The Maryland legislature defines a power of attorney as a writing or other record that grants authority to an agent to act in place of the principal.
Learn how to read, draft and document investment policy statements. Investment fiduciaries have an obligation to document a prudent investment decision-making process, but many individuals and committees struggle with...
Live Webinar May 24, 2022 1:00pm EST
CPE credit available
For many financial planners and wealth advisors, helping clients achieve their lifetime goals is a rewarding process. However, you may not be enjoying your time spent with some of your clients.
Learn which annuity will be most beneficial to your client.Each person's needs are unique heading into retirement. Thus, there are different types of annuities from which you can choose.
For the past 30 years, planners have been using traditional estate planning trusts to minimize the impact of estate taxes for married couples who will have taxable estates.
Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...
In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...
Gain a better understanding of the how to represent clients in a guardianship or conservatorship matter. Many practitioners are not familiar with the probate court and do not know how to effectively represent their...
Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.
Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated. Trusts instruments generally have three primary purposes: the orderly disposition of assets, avoidance of probate,...
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