Total Credits: 1.0 CLE
Topics to Be Covered:
1. Wills and Trusts
• Overview of Wills
• Overview of Trusts
• Using a Trust for Asset Protection Planning
• Planning Considerations Using Trusts
2. Advance Directive for Health Care (ADHC)
• Overview & Use
• Why Have An ADHC?
• Living Will & Health Care Proxy
• Requirements for Validly Executed ADHC
3. Durable Financial Power of Attorney (DFPOA)
• Overview & Use
• Why Have A DFPOA?
• Springing vs. Sprung DFPOA
• Requirements for Validly Executed DFPOA
4. Questions & Answers
You must complete this course by 11:59 PM on December 31, 2024 in order to receive credit with the Alabama State Bar.
| Welborn HO.pdf (1.4 MB) | 16 Pages | Available after Purchase |
| INSTRUCTIONS FOR COMPLETING SEMINAR AND RECEIVING CLE CREDIT2.docx (11.7 KB) | 1 Pages | Available after Purchase |
DAVID B. WELBORN is a partner with Browder & Welborn, LLC, who practices in the areas of estate and asset protection planning, business planning, elder law, probate, and tax law. His knowledge and experience in finance, real estate, and business is a great asset in assisting clients across his areas of practice. David was admitted to practice law in the State of Georgia in 2009, the State of Alabama in 2010, and is also admitted to practice before the U.S. Tax Court and U.S. District Court for the Northern District of Alabama. He earned his B.S. degree in Finance (Real Estate) from the University of Alabama, his M.B.A. degree from the University of Alabama Graduate School of Business, and his J.D. degree from the University of Alabama School of Law. In law school, David drafted the “best paper” for the Business Planning final exam, was selected to the Trial Advocacy Team competition class, was a winner of the Dean’s Community Service Award, and was a member of the Phi Delta Phi legal fraternity. David practiced with a large law firm in Atlanta, Georgia, before he and his wife returned to Alabama. David is a Lead Counsel Rated Attorney in Estate Planning Law. He has appeared on the television show, “Law Call,” and is a frequent seminar speaker on matters in the areas of estate, asset protection, business and tax planning. In 2017 and 2018, David was selected as a Super Lawyers “Rising Star” in Estate Planning & Probate.
