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 …
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, …
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 …
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 …
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 …
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 …