Client Training

Client Training

Guardianship – Incapacity proceedings

This course covers the beginnings of a guardianship proceedings. Course Information Categories: Client Training, Guardianship Tags: Client Training, Guardianship Course Instructor Lance McKinney Author Starting ...
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Client Training

Guardianship Administration

This course covers many of the administration issues that are encountered in a guardianship cases. Course Information Categories: Client Training, Financial, Guardianship Tags: Client Training, ...
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Client Training

Creating Medicaid Eligibility

This course discusses many of the tools we use to create Medicaid eligibility. Course Information Categories: Client Training, Financial, Medicaid Tags: Client Training, medicaid Course ...
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Client Training

Formal or Full Probate Administration

This course describes the process of probate and the general responsibilities of the Personal Representative. Course Information Categories: Client Training, Estate Administration, Financial Tags: Client ...
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Client Training

Summary Probate

This course walks you the client through the normal time and process for a summary probate and gives you tips on working with assets after ...
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Client Training

How Property Transfers at Death

This course describes how property transfers when someone dies and how that relates to various legal documents. Course Information Categories: Client Training, Estate Administration, Estate ...
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