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Estate Planning & Public Benefit Issues for Family Law Practitioners (3/24/10)
(Self Study)
3.0 Total CLE Units, 0.5 of which may be applied toward Ethics
Product №:AUDCD679-191
Duration: 2 Hours 54 Minutes
Publish Date:  4/7/2010
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  Item Description | Credit Information | Pricing | Faculty | Course Materials
Item Description Back to top

Family law and estate planning overlap in certain cases. Understanding the effects changes to family dynamics as a result of divorce can also impact estate-planning documents and public benefits. Our experienced faculty will provide basic estate planning and public benefit guidance family lawyers need to know to best serve their clients.

Topics will include:

Discrepancies between prenuptial agreements and wills or trust agreements

When it could be in the best interests of a protected person for

the conservator to agree to a divorce to protect the spouse’s assets

When it could be in the best interests of a protected person for

the conservator to agree to a divorce to protect the spouse’s assets

Handling a death mid-proceeding

Ethical issues for both the estate planning and divorce lawyer

Public Benefits 101 – what programs are available and what rules apply

The Completion Date for Self Study is the date you reviewed the materials.  Not the Completion Date listed on the Certificate of Completion. 
 

Add some of our best sellers to your personal library such as:

 

2009 New Arizona Trust Code and Statewide Probate Rules of Procedure - Effective January 1, 2009

The New Arizona Trust Code - History and Overview

Extension of Creditor Protection for Life Insurance Cash Values, New Trust Protector Provisions  and Direct Trust, Ability to Modify or Terminate a Trust, New Total Return Unitrust Provisions, Significant Expanded Spendthrift Provisions, Rights of Creditors of Beneficiaries Under Arizona Trust Code

The New Arizona Trust Code - An Analysis of Selected Provisions

Retroactivity, Notice and Reporting Provisions, Creation, Modification and Termination of Trusts, Spendthrift and Creditor Provisions, Rule Against Perpetuities, Governing Law and Interpretation of Trust Agreement, Remedies and Damages for Breach of Trust and Limitation of Liability of Trust, Certification of Trust

Selected Recent Legislation and Cases

New Arizona Probate Cases, Estate TAx Cases and rulings, New Arizona Legislature,New Arizona Divorce Cases, New Arizona Probate Rules of Procedure, Purpose and Scope of Rules, How 37 Rules Are Grouped, "Probate Cases vs. "Probate Procedure", Confidential Documents vs. Confidential Information, Duties Owed to the Court, Non-Appearance Hearings, Applications, Motions, and Petitions, Contested Probate "Proceedings"

 

Arizona Tort Law Handbook, 2012  $185*

Contributing Editors: Steven Plitt & Steven J. Gross

 

Covers a broad spectrum of tort law in Arizona. Topics discussed range from basic torts (such as fraud and assault) to more complicated torts (such as products liability and medical malpractice). This handbook is an invaluable reference tool for Arizona lawyers, including discussions on many pertinent issues, including:

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 2009 Arizona Family Law Institute Manual - $110*

Spousal Maintenance, Drafting Property Settlement Agreements, Retirement Plans, QDROs and Other Issues, Electronic Discovery Issues in Family Law, Bankruptcy Issues in Divorce, The Appeal Process in Family Law Cases, Checklist for Property Settlement and Prenuptial Agreements, Juvenile Court Practice and Family Court Practice, Equitable Asset Division: Retirement Savings Plans, How to Look Behind the Tax Return for Assets, Family Law and Trusts/Estates, Equitable Allocation of Unvested Employee Stock Options (Brebaugh), Ethical Responsibilities of the Lawyer When Client, Spouse or Child is Disabled, Separate Property Business Litigation Under Rueschenberg, Using & Misusing Parenting Coordinators, Spotting American Indian Law Issues in Family Law Cases, The China Doll Affidavit: What May & May Not Be Included in an Attorney Fee Award, Recent Developments in Family Law, Hot Tips from the Experts and a CD of all Forms Submitted with the Articles Listed Above

 

2010 Arizona Family Law Institute Manual - $85*

Dissipation of Assets – Various Issues, Prenuptials and Forbidden Provisions,  Custodial Accounts, ADR Advanced Issues, Family Law Rules Updates, Family Law Ethics and IOLTA Issues, Anti-Deficiency and Non-Dischargeability Issues, Negative Equity Issues, The New Arizona Child Support Guidelines, The Lawyer’s Lens: Recent Developments in Family Law, What Divorce Lawyers Need to Know About Estate Planning Documents, Issues Regarding Children’s Passports, Representing Same Sex Partners, Hot Tips from the Experts

 

2011 Arizona Family Law Institute Manual - $85*

Expectation of Privacy Issues, Post-Nuptial Agreements, Life Insurance -- Valuation and Security Considerations, Spousal Torts Between Spouses and By Spouses, Daubert v. Frye: Expert Witness Testimony and the New Standard, Bankruptcy and Family Court, Impaired Parents: What the Court, TASC and a PC Can Do, Fee Agreements, Elder and Incompetent Spouse Issues, Fee Disputes, Not Your Run-of-the-Mill Retirement Issues, The Lawyer`s Lens: Recent Developments in Family Law, Steering a Straight Path: Ethics and the Practice of Family Law, Teach Your Practice To Run Itself, Subterranean Law: Memorandum Decisions in Family Law, Hot Tips From the Experts

 

2012 Arizona Family Law Institute Manual - $85*

 

 

Accounting 101, Stock Options, Retirement Plans and Deferred Compensation Accounts, Bankruptcy, Foreclosure and Anti-Deficiency Issues, Business and Real Estate Valuations, Post-Trial Motions, Electronic Media, Drafting 101, Psychologists’ Panel, Debts, Fundamentals of Family Litigation, ADR Techniques and Tips, Attorneys’ Fees and Child Support Basics
 

2008 From Greeting to Farewell: Fundamentals of a Family Law Practice (8/08)
Practice manual with practice tips, forms, letters and agreements necessary to start a family law practice.  Includes a free CD-ROM that contains editable versions of all forms & pleadings.

Client Greeting

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 Forms (this is just a sample of forms and letters included):  Affidavit of Financial Information; Decree Samples; Disclosure Samples; Information Packet; Insurance Letter; Authorization to Insurance Company; Insurance Paragraph for Decree or Marital Settlement Agreement; IRS Information; Letter re Child Support to Former Spouse; Letter to Client Regarding Mediation; Letter to Employer Regarding Support Arrearages; Motion for Custody Evaluation, and more!

Mediation in Family Law and Forms

Fare Thee Well - Post-Decree Checklist of Things to Do and Related Forms and Letters

 

* Prices do not include tax and shipping. To order, please call 602-340-7318 or online at www.azbar.org/cle

Credit Information Back to top
3.0 Total CLE Units, 0.5 of which may be applied toward  Ethics

PricingBack to top
  • Audio CD w/Electronic Manual
$75.00 
  • Audio CD & Manual (Hardcopy)
$95.00 


Faculty Back to top
Bridget O. Brien Swartz, Law Office of Bridget O'Brien Swartz PLLC
Michael J. Tucker, Michael J. Tucker PC

Course Materials Back to top

icon_acrobatestate-web (2 Pages, 329 KB)
icon_acrobatmanual-3-24 (78 Pages, 416 KB)

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