Courses
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$89.00Executor Training 101 (January 2024)
This workshop walks the participant through the estate administration process from A to Z.
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$69.00Estate Planning and Administration for Persons with Disabilities: Tips, Traps and Common Ground
This presentation will explore key issues that are relevant for effective estate planning and administration involving persons with disabilities.
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$69.00Probate Planning/Application Essentials and Estate Accounts
This course will provide insight into what data is included within a set of court format accountants. It will explore the processes involved in the preparation and analysis of these types of accounts for the end users.
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$89.00Tips and Traps for Choosing Your Executor
Choosing who you want to nominate to act as your estate executor is a critical decision. You need both primary and alternate appointees and you should likely consider having a trust company involved at some level.
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$69.00Special Needs and Disability Estate Planning
Join Kenneth Pope for a discussion on special needs and disability estate planning.
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$49.00Capacity and the Aging Entrepreneur
In this session we will discuss the issues surrounding estate planning and the aging entrepreneur.