Joe Volin's 12-Part Personal Guarantee

17 Tragic Misconceptions About Wills and Trusts

7 Potential Problems With Living Trusts

9 Dangers of Owning Property in Joint Tenancy

10 Fatal Mistakes That Tear Families Apart

Solutions to 15 Problems That Could Cost You a Fortune

Your Estate Plan Needs Maintenance

How to Choose a Qualified Lawyer

12 Tough Questions to Ask a Lawyer

Quiz for Estate Planning Lawyers

How I Calculate Legal Fees

Testimonials from Clients and Professionals

Continuing Education Courses

The following courses have been approved for Continuing Education credit for the Arizona Department of Insurance. They are also designed to meet the requirements for Continuing Professional Education set by the State Board of Accountancy for the State of Arizona. For details on attending these courses, contact us at 480-820-0800 or joe@volinlaw.com.

Unit 1

Effective Estate Planning & Problems with Traditional Planning 4 hours

A practical skills course on the basics of estate planning that focuses on values based estate planning. The basics of the gift and estate tax system are explained and how estate planning can minimize or eliminate these taxes for most estates. A counseling approach to estate planning is explained that focuses on the clients perspectives and needs and objectives. The course describes in detail the design and implementation of an effective estate plan. How to maximize tax savings, control over assets, creditor protection, and disability planning, and administration after death are covered. A detailed description of how to plan for a surviving spouse and children is presented. An emphasis is placed on how to plan for unique situations and problems.

Unit 2

The Irrevocable Life Insurance Trust 2 hours

This course explains how irrevocable life insurance trusts work and how they may be used to reduce or eliminate estate tax, fund business buy-sell agreements, provide control and asset protection to the client and family. Common pitfalls are explained and a detailed description of how to use these trusts effectively is taught.

Unit 3

Retirement Benefits and Estate Planning 2 hours

This course explains how to avoid the potential seventy to eighty percent tax that will be levied on many retirement plan accounts at the death of the owner. The tax law covering retirement plans will be explained in detail. An effective strategy on how to continue the tax deferral after the death of the owner and minimize taxes will be taught.

Unit 4

Charitable Trusts 4 hours

The basics of how a charitable trust may maximize wealth while minimizing taxes are taught. Various types of charitable trusts will be explained. A description of how a combination of planning tools, a charitable remainder trust and an irrevocable life insurance trust, often will create increased wealth and minimize or eliminate estate tax will be included.

Unit 5

Family Limited Partnerships 4 hours

Family Limited Partnerships can be a powerful tool to satisfy both asset protection and transfer tax objectives. The basics of partnership law is taught and how a partnership may be used to reduce estate tax, allow control, and create asset protection is explained.