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I am currently in the process of developing a series of seminars concerning various aspects of estate planning and probate law. Each seminar is based on a PowerPoint presentation and is designed to be presented to groups of fifteen to thirty people, although either more or fewer people may certainly attend. Seminars may be expected to run between sixty to ninety minutes including time for questions. Those who attend a seminar will receive a fifteen percent (15%) discount on any estate planning or probate services performed by within twelve months after the seminar.

At this time, only the first seminar, "The WINGTIP Estate Plan," is completed and ready to be presented. Other seminars will be added to the list as they are completed. You can open or download a sample of each available seminar by right-clicking the green dot () before the title (requires Microsoft PowerPoint to view). A red dot () indicates that no sample is available at this time.

If you live or work in Harris, Galveston, Brazoria, Fort Bend or Montgomery counties and are interested in hosting a seminar for your group, please feel free to complete the form below. I will contact you to schedule a seminar at a convenient time.

Available Seminars:

"The WINGTIP Estate Plan" (Sample size 979K)

An introduction to the basics of a comprehensive estate plan, including discussion of wills, trusts, insurance, and non-testamentary transfers. Also includes discussion of the estate tax and related tax-saving strategies.

"Estate Planning for Gay and Lesbian Couples"

A seminar designed to address the specific estate planning concerns of same-sex couples, as well as other non-traditional families. Topics include avoiding will contests, tax planning without the benefit of the marital deduction, and protecting the inheritance of children while providing for a surviving partner.

Download an informative article on gay and lesbian estate planning here (62K).

"Estate Planning for Artists and Authors"

A seminar designed to address the specific estate planning concerns of artists, authors, songwriters, and other persons whose creative works may comprise a large portion of their estates. Includes an overview of copyright law as it applies to the probate process, introduces the concept of the artistic or literary executor, and discusses strategies to preserve and protect copyrights after death.

"Probate From Start to Finish"

Designed to provide an overview of the probate process, including determining the proper probate procedure, admitting a will to probate, heirship determinations, preparing an inventory of the estate, closing probate, and other topics.

 

Seminar Request Form

Name:

Address:

City:

County:

Harris Galveston Brazoria
  Fort Bend Montgomery

E-mail:

Phone:

Which Seminar?

The WINGTIP Estate Plan
Estate Planning for Gay and Lesbian Couples
Estate Planning for Artists and Authors
Probate from Start to Finish

 

 

E-mail grc@tx-probate.com

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