Slide Deck

43 Slides available anytime
  • 43 Slides

Estate Planning Techniques and Considerations for the Snowbird Population

 

Learn how to best advise your snowbird clients on current issues related to estate planning and health care across state lines.

This topic will provide you a solid understanding of the multitude tax and legal considerations that a winter visitor will encounter, many of which are not readily apparent but can result in costly mistakes. In the aftermath of the COVID-19 pandemic with state and local governments facing high deficits, winter visitors are likely to be tempting targets for cash-strapped states and municipalities. Advising clients to avoiding these dangers will be a very worthwhile endeavor for practitioners. Availability of health care is also a crucial issue for the elderly. Proper advice as to eligibility of Medicare and Medicaid when crossing states lines will also avoid expensive misunderstandings. The importance of updating powers of attorney to avoid wrangling over out-of-state documents will also be discussed. This material will cover all of this is valuable information for the winter visitor.

Agenda

Faculty

Thomas J. Murphy

Thomas J. Murphy

Murphy Law Firm, Inc.

  • Has been an attorney since 1982 and has been practicing law in Phoenix, Arizona since 1989
  • Practice focuses on probate law, which deals with administering the estates of deceased or incapacitated persons; estate planning, which deals with wills, trusts, powers of attorney, and related documents; elder law, which deals with protecting the interests of the elderly when dealing with nursing home and other health care issue as well as end-of-life issues; and tax law and planning for the disabled and those with special needs
  • Written nearly 100 articles that have been published in many national and state professional journals writing on a wide variety of legal and tax matters
  • Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
  • A sought-after panelist for numerous nationally broadcasted seminars and webcasts for elder law attorneys; and was recently selected to speak at the 2018 Aging in America conference, the largest conference of its kind in the country with over 3,000 attendees
  • Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
  • One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.