Speaker Connection

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