Tell Your Clients and Friends – What To Do and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail
June 21, 2017
Using DAFs to Create Collaboration and Increase Family Philanthropic Impact
June 21, 2017
The Five Essential Documents
$25.00
Scott and Stephanie will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients. Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Stephanie Downer, Esq.
Scott and Stephanie will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients. Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Stephanie Downer, Esq.
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Medicare versus Medi-Cal
$25.00Do you know the difference between Medicare and Medi-Cal? If you answered no, you’re not alone. Kathe and Scott will lead a frank and open discussion designed to clarify all the aspects of these government programs. In this presentation, you’ll learn the difference between acute vs custodial care and who pays for what. You’ll learn how the health system works and how to take advantage of benefits that are already available to you and your family. This presentation is for anyone concerned about how to pay for care and what can be done now to minimize future costs.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Kathe Kline, ChFC and Scott Stewart, Esq. -
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Crisis Planning – What to do when the Worst Case Scenario Happens
$25.00Surprisingly, there are still options available to help even in the midst of a healthcare crisis. Join Scott and Alexis as they review and compare the timing and applicability of Medicare, Medi-cal, VA Aid and Attendance, Long-term Care and/or Life Insurance – as well as the pros and cons of asset liquidation. Consider the future ramifications of current decisions regarding incapacity, dealing with beneficiaries, and disputes among siblings.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart., Esq. and Alexis Bastedo, Esq.
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The Case for Baby Boomer Clients in Your Practice
$25.00As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits – which can drastically enhance your revenue and practice stability, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart and Brooke Jensen