Bott & Associates, Ltd., Attorneys at Law presents free educational seminars on 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. To see a list of our Corporate and Non-Profit Presentation Sponsors, click here.

If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.

Presentations Available (but not limited to):

LEGACY WEALTH PLANNING

  • Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
  • Why Most Living Trusts Don’t Work

BASIC ESTATE PLANNING

  • Wills & Living Trusts
  • Reviewing Your Estate Plan
  • Estate Planning for the Small Business Owner
  • Estate Planning for the Gay & Lesbian Community
  • Estate Planning for Farmers & Ranchers
  • The 5 Myths of Estate Planning

ADVANCED ESTATE PLANNING

  • Planning with IRAs
  • Planning with Charitable Remainder Trusts
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trusts
  • Lawsuit & Asset Protection

LONG-TERM CARE

  • Long-Term Health Care
  • Senior Survival Workshop
  • Protecting Your Assets from a Long Nursing Home Stay

CONTINUING EDUCATION PROGRAMS FOR FINANCIAL ADVISORS

  • Basic to Advanced Estate Planning Techniques
  • Planning with IRAs
  • Business Succession Planning
  • Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • 529 Plans
  • Total Return Trusts
  • Drafting and Administering Special Needs Trusts