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Practice Areas
Fundamental Estate Planning
Elder Law and Medicaid Planning
Estate Tax Planning
Generational Planning
Asset Protection
Probate & Estate Administration
Business Succession
Supplemental Needs Planning
Charitable Planning
Real Estate Transactions
Resources
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Nuts & Bolts
Oct 15, 2026, 6:00 pm
This seminar will take us from incapacity through the death of the Trustmaker. We examine how the tools you have created (your Living Trust, Powers of Attorney, Healthcare Powers…
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Modernizing Old, Stale & Ineffective Trusts
Oct 22, 2026, 1:00 pm
This course will examine changing trust situs, decanting, trust reformations, directed trust structures, and other enhancements that can be made to old, stale trusts. The deadline…
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1031 Exchange
Nov 16, 2026, 6:00 pm
During this webinar, guest speaker Bill Lopriore from First American Exchange Company will cover the basics, key requirements, and planning considerations to help you understand…
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