February 22, 2025 - Live Stream CLDP Webinar Get Directions

"ADULT GUARDIANSHIP & CONSERVATORSHIP - BASICS AND RECENT UPDATES" -  Presented by: Nicole Panzella,  AZCLDP (2 hrs.).  

Learn about and discuss:  

·       Key Terms, Statutes, and Rules.  

·       Document Preparation and Processing. 

"LIVING TRUST BASICS & A FOCUS ON INFORMATION GATHERING" –- Presentation by John Kroeger, AZCLDP, and Don Steward, AZCLDP (1 hr.).   

Learn about and discuss:   

·      Understanding a Living Trust.

·       Key Components of a Living Trust.   

·       Essential Information to Gather

·       Drafting the Living Trust 

·       Funding the Trust

·       Maintaining the Trust 

"SERVICE OF PROCESS UPDATES" –- Presentation by Barry R. Goldman, Arizona Certified Process Server and AZCLDP (1 hr.).     

"CLDP ETHICS & CUSTOMER SERVICE" –- Presentation by Don Steward, MC, AZCLDP (1 hr.).

Learn about and discuss:   

·       Learn key customer service skills, including active listening, empathy,  honesty, fairness, responsiveness, positivity, and patience.

·       How utilizing key customer service skills can help you meet ethical obligations to clients and leave them feeling acknowledged, informed, and well served.       

***SPECIAL NOTICE***

 After registering for the webinar you will receive a separate email by 02/21/2025 with a link to use to join the webinar, on the webinar date, beginning at 8:00 am, 02/22/2025.