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An In-Depth Look at Trusts: Answers to Your Most Commonly Asked Questions

1h 4m

Created on February 26, 2018

Intermediate

$89

Overview

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.


Learning Objectives:

  1. Identify the different types of trusts, and under what circumstances each is appropriate
  2. Address the challenges you most commonly encounter, such as how to properly title trusts accounts and maximize tax deferral
  3. Gain an overview of special kinds of trusts, such as testamentary trusts, ILITs, Medicaid trusts, and asset protection trusts
  4. Familiarize yourself with other wealth-protection mechanisms

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