Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust
A complete understanding of these essential aspects of a trust
- Product Number: 2190149P01
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CLE Credits, earn up to:
5 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Every estate planner knows that trusts are an essential and widely-used estate planning tool, but perfecting trusts demands an in-depth understanding of trusts to serve clients effectively. Jurisdiction shopping to best preserve assets; asset protection from creditors; and finally, the ability to recognize and fix a client’s broken trust are all essential tools for the estate planner’s toolbox.
In Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust, our faculty experts guide you step-by-step through what you need to know to ensure your trusts are as effective as they can be. They analyze the latest updates and provide valuable advice on key, cutting edge issues. You leave with a better understanding of how to achieve your clients’ goals.
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Agenda
Agenda & Materials
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9:30 am - 9:35 am
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9:35 am - 10:20 am
Jurisdiction Shopping
on demand video Add to Cart -
10:20 am - 11:10 am
Asset Protection - Creditor and Divorce
on demand video Add to CartRobert P. Ford, Esq., Law Office of Robert P. Ford , North Andover
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11:10 am - 11:55 am
Decanting
on demand video Add to CartJoblin C. Younger, Esq., Law Office of Joblin C. Younger, PC , Beverly
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11:55 am - 12:40 pm
Lunch (on your own)
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12:40 pm - 1:30 pm
Non-Judicial Settlement Agreements
on demand video Add to Cart -
1:30 pm - 2:15 pm
Asset Protection - Medicaid
on demand video Add to Cart -
2:15 - 2:30 pm
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- Faculty