To register, download the registration form and return it to Erica Moses via email to erica@heritagelawaz.com, fax to (520) 529-4019, or via mail at Kinghorn Heritage Law Group, PLC, 3573 E. Sunrise Dr., Suite 209, Tucson, AZ 85718.

2018 Course Program

February 15, 2018

Helping Your Clients Qualify for Long-term Care Benefits without Going Broke

March 15, 2018

Life Insurance and Estate Planning–Using Life Insurance in Creative Ways to Benefit Your Clients

April 19, 2018

Keeping your Clients out of Court– Planning for Incapacity

May 17, 2018

Business Succession Planning: Making Sure “Mom & Pop” Stays in the Family

June 21, 2018

Helping your Clients Navigate the Road to Long-term Care Planning

July 19, 2018

Doing Well by Doing Good: Charitable Gift Planning in the New Economy

August 16, 2018

Minimizing Wealth Transfer Taxes through Prudent Estate Planning: Income, Capital Gains, Gift, Estate

September 20, 2018

Income Taxation of Trust: Pitfalls and Considerations

October 18, 2018

Using Special Needs Trusts to Supplement, not Supplant, Government Benefits

November 15, 2018

Facing the Inevitable: Helping Clients Prepare for Death and Disability

December 13, 2018

Helping Clients Keep their Money in the Family with Divorce and Creditor Protection