Wills, Trusts, Powers of Attorney and Medicaid Planning 101
Individuals without a plan in place for incapacity, death or nursing home care will often see their wishes unfulfilled and their assets at the mercy of creditors. You have the power to prevent this. This program will show you when and how to use different estate planning tools to accomplish your clients' goals. Build a solid foundation for a successful estate planning practice - register today!
Will, trust or both? Learn how to make the right choice for your client's unique situation.
Examine the different types of trusts and understand when and why they are used.
Discover how to protect clients' assets when planning for Medicaid and nursing home care.
This course is part of the Estate Planning & Trusts in Nebraska series.
ADAM J. WINTZ is an attorney with the Omaha law firm of Carlson & Burnett, LLP. He has many years of practice with estate planning, elder law, wealth preservation, fiduciary litigation, and trust work. Mr. Wintz is admitted to practice in both Arizona and Nebraska. He is a member of the American Bar Association, the Nebraska State Bar Association (Elder Law Section), and Wealth Counsel, LLC, as well as a founding member of Omaha Eldercare Roundtable. Mr. Wintz received his B.A. degree from Arizona State University in Tempe, Arizona, and earned his J.D. degree from Whittier Law School in Costa Mesa, California.
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