Best Practices
This webinar is open to Lawyers With Purpose members only.
Mastering Financial Statements for Estate Planning, Post-Death Claims & Medicaid Needs
Join Doug Ley and Tina Pudlas from Elder Advisors Law on Wednesday, March 5th at 2pm EST for an informative webinar on reviewing financial statements for effective funding and post-death claims.
Key takeaways include:
- How to determine asset classes from financial statements to quickly assess funding potential.
- Identifying key financial details such as the financial advisor/company, account numbers, and other critical information.
- What additional information to request when statements are unclear or missing essential details for funding and claims processing.
Don’t miss this opportunity to refine your skills in reviewing financials for effective estate planning and claims management!
Registration Required
Speakers
-
Doug LeyAttorney & Owner | Elder Advisors Law, LLC -
Tina PudlasLaw Firm Leader | Elder Advisors Law, LLC
Related Events
