Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
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This program was recorded on March 28, 2018
This course is designed to assist attorneys in helping clients and their families stay out of the probate court. Estate planning documents are only part of the solution. This course will teach you guidance and counseling strategies that will keep your client and their families out of court, the critical importance of trust funding and how do it properly, and how comprehensive documents enable practical solutions.
Becky is the founder and managing attorney of Cholewka Law—an estate planning and probate law firm in downtown Gilbert, Arizona. She realized the importance of estate planning when her dad died when she was only 19. Through the years, she has seen the benefits of great planning, and the nightmare of poor planning. She is passionate about helping protect families and keeping them out of court. Law is a second-career for Becky. Her previous professional experience includes community relations for the Cleveland Indians Baseball Company, non-profit fundraising and event planning for the Juvenile Diabetes Foundation, Cleveland Film Commission, and the National Conference for Community and Justice, and lobbying for education issues and health and human service issues for Cleveland Municipal School District.
2 General Credits
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Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
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- Case Study: Prospective client calls on way to hospice and wants a Will
- Practical problems utilizing a Durable Power of Attorney
- Giving guidance to snowbirds
- Why simple documents may not work
- Trust Funding 101
- Financial Accounts
- Real Property
- Cars, Boats, Guns
- LLC’s & Corporations
- Paper Stocks and Bonds