EPI Webinar – Standalone Practice Launch
April 24, 2018
Alternative Insurance Trends – What You Can’t Afford to Lose
May 29, 2018
VA Aid and Attendance – Who, What, When, and How
$25.00
It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Alexis will help you navigate the programs designed to help veterans, and their spouses, pay for care. We’ll take an even closer look into the VA’s Aid & Attendance program – which provides tax-free income and free medications to qualifying veterans. You’ll learn all the aspects of this program, including who qualifies and what it takes to qualify. This presentation is not only for veterans, but also for anyone who works with and/or helps a veteran, or simply wants to learn more..
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Alexis Bastedo, Esq.
It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Alexis will help you navigate the programs designed to help veterans, and their spouses, pay for care. We’ll take an even closer look into the VA’s Aid & Attendance program – which provides tax-free income and free medications to qualifying veterans. You’ll learn all the aspects of this program, including who qualifies and what it takes to qualify. This presentation is not only for veterans, but also for anyone who works with and/or helps a veteran, or simply wants to learn more..
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Alexis Bastedo, Esq.
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(Purchase of this product will include a PDF copy of the presentation.)
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Click play to watch a short video about ‘What Matters?’
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The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning
$25.00Years ago, helping clients navigate senior care wasn’t so complicated. Today, there are well over 1000 facilities and in-home care providers in San Diego alone – making the choices overwhelming. Family caregivers often lack information or resources necessary to coordinate care, thus looking to healthcare providers and estate planning professionals for guidance. Not all care – or budgets – are created equal. Jatana and Scott will break it down in a way that will allow you to provide accurate information and relevant resources for each of your family caregiver clientele.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Jatana Williams-Thompson, Owner, Beyond the Sky Solutions, LLC and Scott Stewart, Esq. -
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The Gathering 2018 – Nevada Trusts in 2018: The NOST, NING, IGIT, & BDIT
$25.00Jeff and Rebecca will discuss the advisability, applicability and benefits of creating Nevada Trusts for asset protection, estate tax minimization, and state income tax avoidance. The discussion will include the use of Nevada Domestic Asset Protection Trusts (also known as Nevada On Shore Trusts or “NOSTs”), Nevada Incomplete Gift Non-Grantor Trusts (“NINGS”), Intentionally Defective Grantor Irrevocable Trusts (“IDGTs” or “IGITs”), and Beneficiary Defective Irrevocable Trusts (“BDITs”). In addition, there will be a discussion regarding the California Uniform Voidable Transactions Act (“UVTA”) and its potential impact on Nevada Trusts for California residents.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Jeffrey Burr, Esq. and Rebecca Haines, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
