Self Study: EPPT Fundamentals II: Basic Estate Planning

The presentation will include an overview of estate planning vehicles including Wills, Trusts, Powers of Attorney and Living Wills, as well as discussions regarding applicable Arizona law, information needed from clients, client interactions, family considerations, community property, funding of Trusts, and basic tax considerations. The materials will include several forms, including a form engagement letter, client questionnaire, trust funding letter, and powers of attorney. This course is designed for new attorneys and attorneys who want to become more knowledgeable in this area. 

Presenters:

Hillary P. Gagnon, Jennings Haug & Cunningham LLP
Lisa M. Paine, Jaburg & Wilk, P.C.

Cancellations: the cost of the CLE will be credited to your MCBA account if the CLE is canceled in one of the two manners listed below:

 1) MCBA cancels or postpones the CLE or

 2) At least two business days prior to the program, MCBA receives your cancellation, in writing, via email at (cle@maricopabar.org). Please note a $25.00 administrative fee applies. 

If you registered and paid, but could not attend, you may request that materials be sent to you, free of charge.