Estate Planning

This seminar is meant to provide a solid foundation in estate planning so that volunteers can properly advise clients and create an estate plan that best suits their needs. Explore topics to include the importance of a comprehensive intake and complete client information, wills, trusts, powers of attorney and other advanced directives, and more!

Medicaid Planning Basics

This presentation will cover the basics of Medicaid eligibility and also touch on some advanced Medicaid planning topics that CVLS volunteers may encounter.

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