Stephen Taylor speaks at the NBI Seminar Wednesday May 4 on using living trusts and powers of attorney
as estate planning tools. He will cover the topics of:
Common Elements In Trust Agreements
The Revocable Living Trust – Why You Should Use It
Disadvantages Of Revocable Living Trusts
National Business Institute (NBI) explores several topics concerning the 2011 Medicaid Update.
The following topics will be addressed:
State And Federal Medicaid Laws Update
Qualifying Clients For Medicaid And Medicare Benefits
Medicaid Estate Recovery
Speaking are G. Mark Shalloway of Shalloway & Shalloway.
Monday, August 29, 2011.
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Stephen Taylor joins South Florida estate planning experts and the National Business Institute in explaining the ins-and-outs of Estate planning.
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Upcoming NBI event on July, 17 2012
This seminar is an in-depth look at Medicaid.
Topics include:
Medicaid Eligibility Requirements, Benefits and Application Process
Coordination of Benefits With Medicare and Other Insurance Coverage
Asset Transfer Strategies
Protecting Assets Under the Deficit Reduction Act
Special Needs Trusts – Creation, Taxation and Administration Post-Eligibility Issues
After, there will be a roundtable discussion on adapting your practice to the ever-changing environment.
September 11, 2014, NBI Seminar; Drafting Effective Will and Trusts
Topics include:
Fundamental Principles of Will Drafting
Using Living Trusts and Powers of Attorney as Estate Planning Tools
Basic Tax Considerations
Ethics and Estate Planning
Planning Methods to Control Medical Treatment
Denise Jomarron joins South Florida estate planning practitioners and the National Business Institute in explaining the estate planning process
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