February 3, 2024 Live Stream CLDP Webinar Get Directions

"ESTATE PLANNING DOC PREP USING ADAPT CLOUD BASED AUTOMATION" -  Presentation by Mark Hevrdejs, JD, LLM and COO for ADA Platform Technology (1 hr.).  

Learn about ADAPT cloud based automation for Living Trust, Will, and related Estate Planning.  Presentation will include:

·       Legal Issues Relating to Estate Planning.

·       The Estate Planning Process. 

·       Documents typically produced as part of the engagement and their purpose.

·       Using ADAPT as part of the Process / ADAPT versus other drafting software.  

"ESTATE PLANNING - DEEP DIVE INTO DISTRIBUTION PROVISIONS" –- Panel Presentation, including John Kroeger, AZCLDP, Jim Tewalt, CFP, AZCLDP, and Allen Merrill, AZCLDP (1 hr.). 

Discussion will include:  

·       Common Specific Distributions.

·       Special Circumstances, including distributions to Disabled Beneficiaries, Pet Trusts, and Creating Charitable Foundations. 

·       Dynasty Trusts.

·       Residual Estate Distributions, Contingency Beneficiaries, and Disinheritance Issues.  

"RECORDER'S OFFICE UPDATES" –- Presentation by Leslie Hoffman - Director of Recording Services for Maricopa County and former Yavapai County Recorder (1 hr.). 

Learn about the Maricopa Title Alert Program, and other issues in working with the Recorder's Office.  

"DEEP DIVE INTO PROBATE" –- Presentation by Arlene Don Steward, EA, CP, AZCLDP (2 hrs.). 

Learn about legal issues related to probate, information gathering, document preparation, processing, and more. 

***SPECIAL NOTICE***

 After registering for the webinar you will receive a separate email by 02/02/2024 with a link to use to join the webinar, on the webinar date, beginning at 8:00 am, 02/03/2024.