|Production Date:||April 6, 2012|
|Practice Areas:||Estate Planning, Probate and Estate Administration, Taxation, Wills, Trusts & Estates|
Join Attorney Martin Shenkman as he provides a practical introduction to what living trusts are and how, when, and why you might want to use one. Mr. Shenkman will discuss what is a revocable living trust, living trusts and loving trusts. Additionally, Mr. Shenkman will distinguish the difference between a living trust and power of attorney. Further, he will address the significance of avoiding probate. Finally, Mr. Shenkman will explain what provisions you should you consider including in your living trust to address your health issues, or a loved one living with chronic illness.
II. Revocable Living Trusts
III. Life Expectancy
IV. Drafting Trustee Selection
V. Distribution and Related Provisions
VI. Estate Tax Planning
Michael (Rye Brook, NY)
As someone with a chronic illness I found this lecture fantastic. Very informative and compassionate.
Michell (Magnolia, TX)
Very good ideas that make a lot of sense for many of my older clients.
Burl (Hutto, TX)
Randall (Annapolis, MD)
Evan (San Angelo, TX)
This should be a must listen course for every general practitioner and any of us who practice in an area that deals with disability and chronic illness.
Larned (Laguna Niguel, CA)
William (Killybegs, Co. Donegal, PA)
Excellent presentation on the importance of trust planning. The focus on empowering the client, whilst insuring their future safety due to a change in condition or circumstance, is at the core of ethical stewardship.
Nicholas (Fort Myers, FL)
William E. (Alameda, CA)
Robert (New York, NY)
The speaker provided a great deal of information in a short period of time. He also offered practical advice in dealing with clients.
Mary B (Houston, TX)
This was really excellent. Will be *useful*.
Phyllis G (Winnetka, IL)
excellent presentation, necessary for everyone dealing with chronic and elder clients. Very senstive presentation
Price: $59.00Purchase Course (For CE Credit)
Earn CLE Credits