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Berk Law Group

Estate & Trust Dispute Lawyers | Scottsdale AZ Experts

Request a $400 Consultation

480.607.7900

  • About Us
  • Team BLG
    • Kent Berk
    • Daphne Reaume
    • Dan Otsuki
    • Josianne Griffin
    • Steven Santoro
    • Bear, Dog
    • Baxter, Dog
    • Sammy, Dog
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Seminar RSVP – March 6th, 2014

Estate Planning Pitfalls to Avoid – from the Litigator’s Perspective

Presented by Kent S. Berk and Frank W. Moskowitz

During this portion of the presentation, you will learn…

  • What is probate? Ways to try to avoid probate.
  • Common problems in elder law, probate, trust & estate matters.
  • How to try to avoid these problems.

Help Your Clients Plan for a Lifetime Financial Legacy for their Heirs

Presented by Kirk Kaprelian, CFP® ChFC®, Private Wealth Advisor of Ameriprise Financial

During this complimentary seminar, we will cover these topics:

  • The key role beneficiary designations play in IRA wealth transfer.
  • IRA beneficiary designation options, including the Ameriprise Financial Special Beneficiary Restriction.
  • How to help clients manage estate tax burden for themselves and their heirs.

Office located at 14274 N. Northsight Blvd., Suite 100, Scottsdale, AZ 85260 (this is not the seminar location)


Important Information

Please join us on Thursday, March 6th 2014 at 6:30pm

Location: ING Investment Management Conference Facility

7337 E. Doubletree Ranch Rd.
Scottsdale, AZ  85258

The second portion of the seminar has been approved for 1 hour of CPE credit.  It is an informational seminar and there is no cost or obligation.  Sandwiches & Refreshments will be provided.

Fill out the form below to sign up for this seminar:

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What Our Clients Say

“There is no reason to look any further. Just call Kent and you will know you have found the right person for the case. Thoughtful, determined and confident, you cannot ask for more. Kent is the Best of the Best!” – Mary R.

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Video Resources

Please watch our videos to learn more about important legal issues. We hope that they help you gain a better understanding of the law and how it can apply to your situation.

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Berk Law Group, P.C. 14220 N. Northsight Boulevard, Suite 135 Scottsdale, AZ 85260
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  • About Us
  • Team BLG
    ▼
    • Kent Berk
    • Daphne Reaume
    • Dan Otsuki
    • Josianne Griffin
    • Steven Santoro
    • Bear, Dog
    • Baxter, Dog
    • Sammy, Dog
  • Reviews
    ▼
    • Reviews
    • Video Testimonials
  • Practice Areas
    ▼
    • Probate, Trust & Estate Contests, Disputes & Litigation Lawyers in Arizona
    • Guardianships and Conservatorships
    • Financial Exploitation of Vulnerable Adults
    • Abuse & Neglect of Vulnerable Adults
  • Videos
  • Resources
    ▼
    • FAQs
    • Blog
  • Contact us
    ▼
    • Location