Morrison Law Group, PLC, a Louisiana Estate and Elder Law firm, presents free educational Workshops on a wide variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups, and financial advisors in our community.
If you would like to request a private workshop for your group or organization, contact Kim at (504) 831-2348 or kim@morisonlawplc.com.
Estate Planning & Elder Law Topics
“Get Your Affairs in Order. Now!”
- Why changes in your family and the law make discussing healthcare directives so important – and what can happen if this conversation is postponed.
- How to avoid the delays and costs of probate.
- How to ensure your assets will pass directly to your children if you die and your spouse remarries.
- How to stop your child’s inheritance from being divided in the case of their own divorce.
- How to create incentives to make sure your children and grandchildren live up to their potential before they have access to their inheritance.
- How to protect your business and personal property from the ravages of potential lawsuits and creditor claims.
“How to Protect Your Family Without Giving Up Control”
- Which documents do I need right now and how do I get them?
- What are the advantages or disadvantages of a Will versus a Living Trust?
- When should I put a property in my children’s names and when should I not?
- Are there any estate taxes that might get in the way and how do I deal with them?
- How can I get Medicaid coverage for assisted living and nursing home care and still keep my home?
“Trustee Workshop: Steps to Take and Mistakes to Avoid”
- What your Trustees need to know now – actions to take and who to contact at death or incapacity
- Your Trustee’s legal and financial responsibilities – including tax returns, managing assets, and required accounting
- How to avoid common and costly mistakes – avoid tax consequences, financial loss, and legal liability for the Successor Trustee
- How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members
“Don’t Lose Your Nest Egg to Long-Term Care”
- Qualifying for Medicaid: How you can protect your home and retirement nest egg from long-term care costs.
- Traditional Estate Plans: Why they won’t help with long-term care costs and the type of plan that will.
- The 5-Year Look Back: How it works and why planning early is vital to protect your assets.
- Preserving Your Medicaid Eligibility: The activities that you must avoid to not disqualify yourself from Medicaid benefits.
- Incapacity: Make your final wishes known with a Living Will and Health Care Power of Attorney. Avoid a potentially humiliating and expensive interdiction proceeding if you become legally incapacitated.
- Divorce and Remarriage: How to safeguard your children’s inheritance from their own divorce and your surviving spouse’s remarriage.
Business Planning Topics
“Advanced Planning for Lawsuit & Asset Protection”
- Latest rules for using Corporations and LLCs to limit personal liability
- Circumstances under which a creditor can pierce the “corporate veil”
- Best trust for asset protection and how it works
- Updates to Louisiana’s asset protection laws
- Secrets to making a trust rock solid against creditors
“Buy-Sell Agreements”
- Advantages of developing a buy-sell early
- Tactics for setting buy-sell ground rules
- Why valuation methods Matter
- Means to prevent unnecessary litigation Between Business Owners
- Updates under NEW Louisiana law
Special Needs Planning Topics
“Interdiction: How to protect yourself or a loved one”
- How to prevent the publicity and expense of an interdiction, should a loved one become legally disabled and incapacitated.
- Steps you can take now to avoid time-consuming and costly interdiction proceedings.
- The differences between a full or limited interdiction, and how the court may determine which is needed.
- Why your child’s age makes discussing continuing tutorship so important – and what can happen if this conversation is postponed.
- How to include specific provisions to care for a special needs child and/or grandchild and make sure their governmental benefits are not affected.
Continuing Education for Financial Advisors
“The Fundamentals of Estate Planning: What Every Advisor Should Know”
- Tools of an estate plan – how and when they work, and who can use them
- Types of wills, trusts, & successions
- Strategies to plan for disability or incapacity
- 3 types of powers of attorney – and why your clients might need one now
- Benefits of a team approach to estate planning and asset protection
“Settling Successions: How to Optimize Opportunites for Yourself and Your Clients “
- Planning strategies that will save your clients time and money when settling a succession
- Determining when opening succession is required and how you can assist your clients through the process
- 3 types of assets that will help your clients bypass probate
- Understanding Louisiana laws of inheritance
- Methods to steer clear of capacity issues with fiduciary accounts
Continuing Education for Realtors
“Listing Homes for Disabled or Deceased Clients”
- What is estate planning and why does it affect you?
- Selling the home of a person who is incapacitated
- Selling the home of a person who has passed away
- A simple solution to these problems
