Category: Seminars

January 10, 2019 Financial Exploitation of Vulnerable Adults Financial Exploitation harms millions of Americans every year. It not only takes a financial toll on the victim, but the emotional impact can be devastating. Depression, embarrassment, anxiety, social withdrawal, post-traumatic stress disorder and even dementia and psychosis are documented symptoms of victims of financial exploitation. The [...]Continue reading
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Senior Connection Expo October 12, 2018 Probate CATEGORIES OF DECEDENT’S ASSETS Determine whether assets are in joint tenancy or community property with right of survivorship or have beneficiary designations such as pay on death or transfer on death or have named beneficiaries on life insurance, annuities, or retirement plans. These assets are not part of [...]Continue reading
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Senior Connection Expo October 2, 2018 Trust Administration: Appointment Of Successor Trustee Review the trust document to determine who is appointed as successor trustee(s) upon the death or incapacity of the settlor (i.e. the person who created the trust). If the settlor is alive, but incapacitated, review the trust terms to ensure you have acceptable [...]Continue reading
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Prescott Estate Planning Council Presentation August 22, 2018 Trust Administration APPOINTMENT OF SUCCESSOR TRUSTEE Review the trust document to determine who is appointed as successor trustee(s) upon the death or incapacity of the settlor. If the settlor is alive, but incapacitated, review the trust terms to ensure you have acceptable evidence of incapacity. The trustee’s [...]Continue reading
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Arizona State Bar June 6, 2018 What is dementia? Dementia is a brain disease that causes a progressive decline in cognition from a prior level of functioning. For a dementia diagnosis, the person will exhibit decline in two or more of the following areas: memory, reasoning, language, visual perception processes, executive functions, social/interpersonal behaviors, personality. [...]Continue reading
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