Wills, Trusts, Powers of Attorney and Medicaid Planning 101
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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!
Session times: 8:00 - 10:15 Central
Break: 9:00 - 9:15
Presenter: Jeffrey W. Lambert
Approved for up to 2.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education. No more than 30.0 hours of on-demand CLE credit may be earned during a reporting period.
JEFFREY W. LAMBERT is the principal of the law firm of Jeffrey W. Lambert, P.A., in Wayzata, Minnesota. He has more than 35 years of experience practicing in the areas of estate planning, probate, criminal defense and commercial real estate. In addition to practicing law, Mr. Lambert has taught estate planning and probate seminars, sharing his knowledge with others in the field. He is a member of the American Bar Association, the Hennepin County Bar Association, the Minnesota State Bar Association, the Wayzata Historical Society, and the Suburban Prosecutor's Association. Mr. Lambert is one of the founding board members of the Wayzata Crime Prevention Coalition. He earned his B.A. degree, cum laude, from the University of Minnesota and his J.D. degree from the University of Minnesota.
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Legal and Tax Compliance and Planning Essentials
Safeguard the Financial Future of Elderly Clients
Effectively Prepare Your Clients for Medicaid Eligibility
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