We’re now offering our popular Wills, Trusts & Nursing
Home Asset Protection Seminar online.
Join us from the comfort of your couch!
Learn how to protect your
family home & nest egg
Select an Upcoming Webinar
Client Event: Funding Clinic Webinar
Wednesday, July 15, 2020 2:00pm
You’ve already made the important step of creating an estate plan with your Living Trust. But, did you follow through on the instructions we gave you to properly fund your Trust? Have all of your accounts been titled correctly? Are beneficiary designations correct on all life insurance, 401(k)’s, IRA’s, etc.? This is the perfect time to make sure your estate plan is properly funded and works as you designed it.
Thursday, July 16, 2020 10:00am
This seminar will discuss real life estate planning concerns families face with a particular emphasis on disability, long-term care, and Medicaid qualification rules. This seminar is an overview for seniors and their caregivers to assist them in making long-term care decisions.
Join John Potter for a special ONLINE 60 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
Who Should Attend This Webinar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
John Potter is an Estate Planning and Elder Law attorney in the Charlotte, North Carolina, area with offices in Ballantyne and Huntersville. As an Elder Law Attorney, his practice focuses on the use of Wills and Living Trusts in Estate Planning to help individuals protect their families and preserve their legacies after their deaths, but his practice also focuses on the critical issues of protecting individuals with dementia or other diminished capacity, assisting individuals in qualifying for Medicaid and other government benefits to offset the costs of long-term care, and providing special needs planning. John is admitted to practice law in North Carolina, South Carolina, Kentucky, and Ohio, and he is accredited by the Department of Veterans Affairs.