SEMINARS
If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.
To see what seminar topics we present on a regular basis, please review our Speaker Connection page.
Upcoming Seminars
FIND A SEMINAR IN YOUR AREA:
Wills v. Trusts
Date: Saturday, September 11, 2010
Time: 09:30 AM - 11:00 AM
Location: Lee Law Office
Address: 1809 W. Main Street
Richmond, VA 23220
Description
· Preserve your money for your children and charitable causes!
· Save estate taxes—give your money to your family!
· Protect your assets from nursing home costs!
· DECIDE what you want with a Living Will and Health Care DirectiveS
***ALL ATTENDEES RECEIVE A FREE ESTATE PLANNING CONSULTATION...A $300 Value
Special Needs Trusts (CLE credit also- 2 parts)
Date: Wednesday, September 15, 2010
Time: 12:00 PM - 01:00 PM
Location: Lee Law Office
Address: 1809 W. Main Street
Richmond, VA 23220
Description
This basic seminar will discuss how a special needs trust- sometimes called a "supplemental needs trust" can make it possible to appoint a trustee to hold property for the benefit of a disabled individual. A special needs trust provides for the needs of a disabled person without disqualifying him or her from benefits received from government programs such as Social Security and Medicaid.
Wills v. Trusts
Date: Saturday, October 16, 2010
Time: 09:30 AM - 11:00 AM
Location: Lee Law Office
Address: 1809 W. Main Street
Richmond, VA 23220
Description
· Preserve your money for your children and charitable causes!
· Save estate taxes—give your money to your family!
· Protect your assets from nursing home costs!
· DECIDE what you want with a Living Will and Health Care DirectiveS
***ALL ATTENDEES RECEIVE A FREE ESTATE PLANNING CONSULTATION...A $300 Value
Trust Administration
Date: Wednesday, November 17, 2010
Time: 12:00 PM - 01:00 PM
Location: Lee Law Office
Address: 1809 W. Main Street
Richmond, VA 23220
Description
This seminar will cover the basics of Trust Administration. Understanding how a Trust is settled. The seminar will also cover the importance of Trust Review and how knowledge of Trust Administration can assist a financial advisor in helping clients.
