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 Minnesota series.
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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