Wednesday, April 14, 2010 Seminar Invitation
11:30 a.m. to 12:30 p.m.
FLORIDA ESTATE PLANNING DOCUMENTS / WILLS, TRUSTS, AND MORE
Attorney Kellean Kai Truesdell, J.D., LL.M.
The Law Firm of Kellean K. Truesdell, P.A.
11:15 a.m. to 11:30 a.m. Lunch Served
11:30 a.m. to 12:15 p.m. Workshop Presentation
12:15 a.m. to 12:30 p.m. Questions and Answers
12:30 p.m. to 12:45 p.m. Optional Bonus Presentation
Topics Covered: Basic Will, Pour-Over Will, Standard Living Will, Standard Living Wills,
The Truesdell Living Will, The Revocable Living Trust, Funding the Revocable Trust,
Probate, Trust Administration Selection of Agents, Trustees, and Personal
Representatives, Financial Power of Attorney, Health Care Power of Attorney, Pre-
Need Guardian Affidavit, Irrevocable Trusts, Medicaid Trusts, Asset Protection
Each person attending will receive the Law Firm audio CD Florida Estate Planning
Documents. The CD allows each person to review in the privacy of their vehicle,
home, or work the material presented in greater detail; an outline is provided for note
Bonus Presentation: Asset Protection of Income for Life.
How to protect income from melting away during a medical, emotional, or cognitive
impairment requiring long-term assisted care while also protecting against con-artists
who target the elderly and those in difficult circumstances.
There is no cost to attend or obligation to use the services of the Law Firm following
Call (325) 873-4141, extension 21 or use the online contact form.
Seating limited to 14 to facilitate questions and general discussion.
Additional Presentation Dates:
May 12, 2010
LL.M.: Masters Degree in Estate Planning from the University of Miami School of Law