Get Critical Tools for Shaping Your Clients' Legacies
This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today!
Explore the top types of wills and trusts used in the practice, and pick the right one for each client.
Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure.
Prevent POA abuse through wise choice of proxy and careful drafting.
Help clients plan for medical decision-making and diminishing capacity.
Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden.
Spot common mistakes that will land you in hot water in joint representation of spouses.
Essential Will and Trust Drafting
Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
Special Needs Trusts and Medicaid Planning
Financial and Medical Decision-Making, Guardianships
Gregory M Katzman practices in the areas of estate planning and administration, tax planning and defense, and business organization and management. He graduated from the University of Missouri and received his J.D. and LL.M. degrees from the University of Missouri at Kansas City.
Anthony A. Klish is an attorney with Maginnis Howard, where he oversees the practice areas of estate planning and administration, guardianships, and business transactions. Mr. Klish is a founding member and officer of North Carolina’s Triangle Aging in Place Council, which assists senior citizens and their families in navigating through issues related to aging. Through the North Carolina Bar Association, he is a member of the Estate Section, Elder Law and Special Needs Section, and Business Law Section. He is licensed by the North Carolina State Bar and affiliated with the 10th Judicial District Bar. He is also an accredited Veterans’ Affairs attorney. Mr. Klish earned his B.S. degree in political science, his B.A. degree in psychology from East Carolina University, and his J.D. degree from Campbell University's Norman Adrian Wiggins School of Law.
James M Snow is a sole practitioner in High Point, where his areas of practice include estate planning and settlement, estate litigation, asset protection, elder law, workers’ compensation, personal injury law and business law. Mr. Snow is a member of several professional organizations, including the NC Advocates for Justice and the North Carolina Bar Association. He is past president of the High Point Bar Association, and the first winner of the Fisher-Haworth Award for outstanding service to the bar. He earned his B.A. and J.D. degrees from the University of North Carolina at Chapel Hill.
Nathan Workman is the founder and managing attorney of Radius Law Group. Mr. Workman’s practice is based entirely on commercial business and personal financial planning. He is licensed to practice in North Carolina and Florida. Mr. Workman earned his B.S. degree from Gardner-Webb University, and his J.D. degree, with honors, from Charlotte School of Law. He is a member of the American Bar Association, the American Society for Quality, the International Quality Foundation, the North Carolina Bar Association and the Mecklenburg County Bar Association.
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