Trusts are now the primary way to manage the complexities of government benefits, creditor issues, taxes, and beneficiary protections. Trusts allow us to preserve family assets, and do so without court oversight. But what kind of trusts are appropriate in which circumstances? How do we properly title trust accounts and beneficiaries designation forms? And how do we maximize tax deferral, creditor protection and Medicaid-using trusts?
This program, presented by estate planning attorney Daniel Timins, will answer all these questions and more. Additional topics to be discussed include testamentary trusts, ILITs, Medicaid trusts, asset protection trusts, and other wealth-protection mechanisms.
Daniel Timins is an Attorney of Law and a Certified Financial Planner. After graduating from Washington University, he worked at Merrill Lynch, American Express Financial Advisors and Alliance Bernstein Investments. Dan received his Juris Doctorate from Pace Law School in White Plains, New York. He also worked as a legal intern at the Law Offices of Eugenia Vecchio and Associates and the Pace Investors’ Rights Project. Dan specializes in Estate Planning, Probate and Medicaid Planning.
Dan helped draft proposed New York legislation for Insurable Interests of Life Insurance Trusts, New York Insurance Law Section 3205, and participated in submitting proposed legislation for the Revocatory Effects of Divorce, EPTL 5-1.4. He has taught continuing legal education classes for the New York State Bar Association, the Westchester County Bar Association, the Brooklyn Bar Association, the Westchester Women’s Bar Association, Pace Law School and Fordham Law School, and has been a contributing author to several books, national periodical, editorials, and educational programs.
Dan was named as a New York Super Lawyer Rising Star for 2015, 2016 and 2017, and was a recipient of the “40 Under 40 Rising Stars Award” by the Business Council of Westchester in 2009. He continues to provide pro bono services courtesy of the National Multiple Sclerosis Society and the American Cancer Society, and was the creator of the Wills Drafting Project for victims of domestic violence receiving help from New York City’s Family Justice Center in conjunction with the Financial Planning Association of New York City.
Dan is a former Board Member of the Westchester County Bar Association, a former member of the Trusts, Estates and Surrogate’s Court Section of the New York City Bar Association, and a former member of Trusts and Estates and Elder Law sections for numerous bar associations.
Mr. Timins is licensed to practice law in the state of New York.
This guy was very good. Very entertaining.
Thanks for the spirited presentation...
great power point outline.
Great Presentation of a very technical area. Thanks.
Lots of material. Good info. Thank you.
Loved this - will listen twice
Excellent overview particularly useful for attorneys whose practices are “adjacent to” but not focused on estate planning.
Included a lot of information !
Excellent and personally valuable seminar as I am thinking of establishing a trust of my own/for my estate.
very good presentation. packed a lot of information in an hour
This guy was awesome and hilarious .
Really great presentation - covers a lot of information
Excellent presentation. I'm going to watch this multiple times.
Good high-energy presentation.
Great information well planned
Loved how engaging and informative this presenter was. Very knowledgeable and broke down the material in an easily digestible format.
Superb very useful!
Excellent presentation. The speaker presented at a quick, but accepatble pace, and knew his material.
One of the best CLEs I have ever had in my nearly 20 years of practice!
SO good. Please do a life insurance trust seminar. Speak is great.
good class :) if there is an advanced course by this educator, I will study it as well.
I would like to come back and watch this presentation again (not for additional credit) just because it was so good and had a great deal of content to absorb. Hopefully, Mr. Timmons has other courses that I can watch. Very knowledgeable and engaging.
Really enjoyed this presenter.
Excellent basic trust and estate explanations and presentation.
This presenter was the best I have heard so far. Very funny and engaging.
excellent speaker, engaging
This was a REALLY good overview of Trusts. It reaffirmed what I've been telling clients for years. Good class both for beginners, and for those of us who have been in practice for decades and want to revisit the basics of the trust versus "just a Will".
Great foundational information for those getting into estate planning.
Great presenter! A lot of information packed into one hour.
Good course; useful subject matter.
I liked this presenter extremely well. I would give him extra credit if he was one of my university students.
The speaker was very informative
He speaks very clearly which I find to be a great help.
Daniel Timins was fabulous presenter. I hope has has or will do other lawline presentations on Estate Planning.
Dan Timins was excellent. Would love to view more programs like this.
good course overview of trusts
Enjoyed speaker and his emphasis on definitions and clarity
A very capable, interesting and sometimes amusing presentation
At the top of presentations. Even though I have given all seminars I have listened to the top ratings, this was one of the very very best.
Condensed and helpful
Very good presenter
A lot of detail but well presented.
Excellent speaker. Informative, knowledgeable, sense of humor.
Informative and Entertaning!
great presentation and presenter
Very informative; covered lots of issues in a short time.
spellbinding presentation by a most knowledgable professional. I look forward to more course lectures by him.
Very informative and entertaining.
Best intro to trusts. Good delivery & content.
Great presentation. He packed a lot in - all of it very clear and useful.
Mr. Timmons was well versed in the subject, and presented the material well.
Informative and interesting.
Best course I have taken in 4 years with Lawline. Course was very informative and was taught in a very clear and concise manner.
Good detailed overview
enjoy this class. very informative. and as he said several times this is a huge area of the law. some of his comedy was good.
Perhaps the best online CLE course I've taken in my career (20+ years).