Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Day One
Wednesday, May 29, 2024
8:30 am – 3:15 pm MDT
Creating Revocable “Living” Trusts
Presented by: Blake B. Johnson
- Purposes of the revocable trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Creating Irrevocable “Living” Trusts
Presented by: Blaine Edwards
- Purposes of the irrevocable trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Using Special Needs Trusts to Help Your Client
Presented by: Chris Morgan
- Able accounts
- 1st party special needs trusts
- 3rd party special needs trusts
Asset Protection Planning for Seniors and the Disabled
Presented by: Randy M. Lish
- Overview of government benefit programs
- Trust options
- Planning for spouses, supplemental needs trusts
Day Two
Tuesday, June 4, 2024
9:00 am – 10:00 am MDT
Understanding the Grantor’s Goals and Potential Risks
Presented by: Paul Maxfield
- (MDT) Long-term and short-term financial goals
- Identifying beneficiaries
- Identifying assets and potential risks
- Objectives for asset management and control
- Creation, duration, and termination of trust
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.
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Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)
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The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.
Internet connection: Minimum of 1Mbps Hardware: 2GB RAM or more
For more information, visit the Support section at www.gotowebinar.com
Credits
Accountants
8.4 CPE Credits
Attorneys
Pending
NASBA - National Association of State Boards of Accountancy
8.4 CPE Credits
Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.4 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of finance. Knowledge of trusts is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
This webinar has been submitted to the Utah State Board of Continuing Legal Education for CLE accreditation, which is currently pending. Please visit this course listing at www.halfmoonseminars.org for updates on pending credits.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Blaine Edwards
Attorney at Hoyer Law FirmMr. Edwards proudly served six years in the United States Navy as a nuclear engineering technician onboard nuclear-powered submarines. He gained a love for technology and computer programming, which he continues today. Mr. Edwards is an avid programmer and is a big advocate of the maker movement. Because of his love for technology, He has gravitated towards technology law and intellectual property. Mr. Edwards has served large corporations on the use of intellectual property and how to best protect it. He also has great passion for the future of technology and the latest developments, such as blockchain technology.
Blake B. Johnson, Esq
Managing Attorney Trusted Estate Planning AttorneysMr. Blake is the managing partner of Trusted Estate Planning Attorneys, a multi-state estate planning law firm that helps clients ensure their assets are not wasted upon their passing. He is also a second-generation estate planning attorney who has seen first-hand how good planning can lead to extraordinary results, especially in the charitable planning world. Mr. Blake attended BYU for his undergraduate in Business Management and Finance and law school at the Paul M. Hebert Law School at LSU. Outside of work He has served the Boy Scouts of America as Assistant Scout Master, and he served on the Las Vegas Chapter of the BYU Management Society Board. He has been local church youth leader and was a member of the Rotary Club in Las Vegas.
Randy M. Lish
Attorney Randy M. Lish, Attorney at LawMr. Lish has been helping people plan and administer their estates since 1982. And in that time, he witnessed how intentional planning can do wonderful things for families and individuals. His practice focuses on estate planning, specializing in Medicaid planning, special needs planning, asset protection planning, probate, and elder law. When clients come to him for help, he makes it a priority to learn about their family circumstances. His aim is to put together a plan that will set their legacy families on the path toward success. He it admitted to the Utah Bar and went to Brigham Young University. He formally was a partner at McCullough, Jones & Ivins.
Paul Maxfield, JD, MBA, BSBM
Maxfield Law, LLCMr. Maxfield is an attorney with over a decade of experience practicing estate planning law. He holds a Bachelor’s degree in Business Management from the University of Phoenix (2004), as well as a Juris Doctor Degree from the J. Reuben Clark Law School at BYU (2010), and a Master’s in Business Administration from Western Governors University (2015). Mr. Maxfield married his sweetheart Candy Maxfield and they have one child, Fisher Maxfield. Candy and Fisher are his entire world. He loves to garden, travel, and explore with his family.
Chris Morgan
Attorney Morgan & Associates, Attorneys at LawMr. Morgan graduated Arizona State University’s Sandra Day O’Connor College of Law in 2014. Previously he studied History at Brigham Young University. While in law school, he was recognized as a finalist in a national legal writing competition with an essay on using estate planning to prevent elder abuse. He practices exclusively in the area of estate planning and probate. Mr. Morgan has a particular interest in protecting children and adults with special needs or disabilities with specialized estate planning and trusts. He is a member of both the Elder Law and Estate Planning Sections of the Utah State Bar and serves on the Legislative Committee for those sections. Mr. Morgan absolutely loves his job and the clients he is privileged to serve. Finally, getting to what matters most, He is married to the love of his life and has a son who is everything to him.