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
