AAIP March 30, 2024, In-Person Continuing Education Seminar Get Directions

"Settling a Trust Estate"– Presentation by John Kroeger, AZCLDP, and Don Steward, AZCLDP, (1 hr.). 

 Learn about:

·       Successor Trustee Fundamental Duties and Authority.

·       Common Problems Trustees Face in Administering a Trust. 

·       Common Causes for Trust Litigation.

·       and much more.

"Service of Process and the Arizona Process Server" -  Presentation by Barry R. Goldman, Arizona Certified Process Server and AZCLDP (2 hrs.).

 Learn about:

·       What is a process server.

·       How process servers are regulated in Arizona. 

·       Making proper service.

·       Elements of service of process.

·       Methods of service of process in Arizona.

·       Types of papers served.

·       Actual Notice versus constructive notice.

·       Due diligence and skiptracing.

·       How case law affects service of process.

·       Consequences of improper service.

"Prenuptial and Postnuptial Agreements" – Presentation by John Kroeger, AZCLDP,  (2 hrs.). 

Learn about and discuss:

·       Definition of a Prenuptial / Postnuptial Agreement.

·       Why consider a prenup / postnup. 

·       What can be included in a prenuptial/postnuptial Agreement?

·       Requirements for validity, relevant statutes, and case law.

·       Estate Planning Related Issues and Considerations.

"CLDP Ethics and Dual Relationships" -  Presentation by Don Steward AZCLDP (1 hr.).

Learn about and discuss Dual relationship ethical issues and dilemmas and strategies to avoid or address them.