CPEs for Certified Financial Planners

The Greening law Firm, P.C. is registered with the Texas State Board of Public Accountancy as a Continuing Professional Education Sponsor. Four, one-hour classes offer one CPE each.

Call 476.0888 to invite the attorneys of The Greening Law Firm, P.C. to present to your business or group.

Note: These same courses also count toward CE hours for Certified Financial Professionals (CFPs).

Estate Planning Legal Tools and Tactics Part 1

Estate Planning Including Wills, Trusts, and Probate

arrow Living Trusts, a powerful estate planning tool
arrow Wills, uses and misconceptions
arrow Estate planning for IRAs and life insurance proceeds
arrow Probate - what it is and how it works
arrow Protecting assets
arrow Reducing death taxes, attorney's fees, and other costs
arrow Avoiding guardianship
arrow Living wills and powers of attorney
arrow Avoiding Estate Planning Pitfalls

Estate Planning Legal Tools and Tactics Part 2

IRA/401K: Beneficiary Protection and Predictability

arrow The new IRA rules that affect tax-deferred plans
arrow The five options that one has for beneficiary: advantages and disadvantages of each
arrow How naming your beneficiary in the right way lets one turn even a modest tax-deferred account into millions for your family
arrow How your choice of beneficiaries will affect how long the tax-deferred growth can continue after you die
arrow How one's choice of beneficiaries can affect how much your family will have to pay in estate taxes
arrow IRA/401K Retirement Fund Trusts - what they are and how they work

Estate Planning Legal Tools and Tactics Part 3

Special Needs Trusts

arrowEstate Planning for Special Needs Families
arrow Supplemental Needs Trust or Special Needs Trusts
arrow Qualifying for need based government benefits such as Medicaid or Social Security Income (SSI)
arrow How one can leave proper instructions for the care of a loved one should one become incapacitated or die.
arrow How a Supplemental Needs Trust can allow Medicaid and SSI benefits to continue.
arrow How one may avoid the tedious and embarrassing process of guardianship.
arrow How to protect a child's inheritance from being consumed by medical or care expenses.

Estate Planning Legal Tools and Tactics Part 4

Medicaid Planning

arrow What one may own and still be eligible for Medicaid
arrow The truth about the new look-back rule...when the look-back starts and why you may still be eligible for Medicaid even if you have transferred assets in the last five years
arrow How one may still be eligible for Medicaid for nursing home care even if you earn more than $2,130 per month
arrow How one can provide for one's spouse before one spends it all on nursing home expenses
arrow How assets may still be preserved if one is currently in a nursing home
arrow How an Irrevocable Trust may preserve and protect assets

The Greening Law Firm, P.C. serves clients in Austin, Georgetown, Bee Cave, Lakeway, Lake Travis, Round Rock, Cedar Park, Pflugerville, Temple, Hutto, Leander, Manor, Dripping Springs, Blanco, Wimberley, San Marcos, Bastrop, Elgin, Westlake and Central Texas.