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Conducting an Asset Protection Audit

Understand the considerations and questions to ask at all stages of the estate planning process

  • Product Number: 2220219RBC
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description

    Product Description


    It is critical to know what assets our clients have at all stages of the estate planning process. At the beginning, are we talking about and designing the right plan (tax considerations, creditor protection, or MassHealth eligibility)? At the end of the engagement, how do we help our client align their assets to make the estate plans effective? After the engagement is over, how do we help our clients keep the plans alive and viable with the possible addition of new assets or changes in circumstances?

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  • Faculty

    Faculty

    Kerry Reilly, Esq., K. Reilly Law LLC, Boston
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