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Estate Planning 101

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Description

Even the best intentions can lead to major estate planning mistakes. Find out the simple but critical steps you must take to avoid family disputes and legal complications.

Attorney Dave Eastman will discuss the steps that your loved ones will have to take upon your passing to administer your estate and what types of legal documents they will need to accomplish their duties. We will also discuss the necessary steps you must take today to make things as easy and efficient as possible for when you pass away. We will cover the following topics in this course:

1) Necessary Steps to Take When a Loved One Passes Away

2) What Legal Documents are Necessary to Administer an Estate?

3) People That Will Need to be Contacted When Death Does Occur

4) What Needs to Happen with all of the Assets When Death Occurs?

5) How a Living Trust is Administered in Arizona

6) How a Will is Administered in Arizona

7) What is Probate and how do we avoid it?

8) Steps you can take today to make things as easy as possible for your loved ones when death or incapacity does occur

9) The legal documents that every Arizona resident should have in place prior to death to make sure your loved ones are not cursing your name after you die

10) What happens to my retirement accounts upon my passing?

Refund Policy

Individuals are responsible for canceling their registration should they not be able to attend. Refunds will not be issued for non-attendance. Cancellations received before the first day of class will receive a 100% refund. No refunds, in whole or in part, will be given on or after the first day of class.
Click here to learn more about our Refund Policy.

Instructor

David T. Eastman
Aside from being an experienced attorney focusing exclusively on Estate Planning, David Eastman is a
church-goer, a dog lover, loves the outdoors and is a devoted family man. David is affiliated with Wealth
Counsel; the top estate planning organization in the United States. He is proud to be affiliated with such a
distinguished group of estate planning attorneys both nationally and locally here in Arizona. This keeps
him abreast of the most recent law changes and some of the most groundbreaking planning techniques
used in the field of estate planning to date. There are only a handful of attorneys in the entire state of
Arizona that belong to this prestigious organization and David is proud to say that he is one of them.
For nearly 20 years David has served residents of Arizona in all of their estate planning needs. His
passion to safeguard the temporal heritage built by small business owners, non-profit organizations,
industry professionals, and every day families has only intensified during that time.
David’s true skill is communicating complex principles in a way that is easy for clients to understand.
Often told he should have been an educator, David enjoys speaking to various public and private
audiences about the importance of establishing a personalized estate plan. He has addressed the concerns
of veterans, seniors, students, entrepreneurs and church parishioners, and has appeared on local news
stations to promote proper planning for Valley families.

How to Register

Price: $20

Location: Logan Main, Room 840

Date: June 23 - June 25

Time: 2 - 4 pm

Registration Code

Class Dates Day Time Code Cost
June 23 - 25 Tu W Th 2 - 4 pm CE40 0020 08 LC $20

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The mission of the Bridgerland Technical College is to deliver competency-based, employer-guided career and technical education to both secondary and post-secondary students through traditional and technology-enhanced

methodologies. This hands-on technical education provides occupational education, skills training, and workforce development to support the educational and economic development of the Bear River Region. 

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