How to Help Your Client Avoid the Probate Court including Proper Trust Funding
How to Help Your Client Avoid the Probate Court including Proper Trust Funding



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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Course Description

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.

Attorney Becky CholewkaBecky Cholewka
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.

Contact Becky Cholewka

2 General Credits

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  1. Case Study: Prospective client calls on way to hospice and wants a Will
  2. Practical problems utilizing a Durable Power of Attorney
  3. Giving guidance to snowbirds
  4. Why simple documents may not work
  5. Trust Funding 101
    1. Financial Accounts
    2. Real Property
    3. Cars, Boats, Guns
    4. LLC’s & Corporations
    5. Paper Stocks and Bonds
    6. Timeshares