The Art & Science of Stacking Trusts
Learn about the types and combination of trusts to meet your clients’ goals
- Product Number: 2240066P01
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CLE Credits, earn up to:
4 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Includes downloadable supporting materials.
$245.00; Members $220.50; New Lawyers $122.50
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On Demand Webcast
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Includes downloadable supporting materials.
$245.00; Members $220.50; New Lawyers $122.50
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Product Description
Product Description
Clients often have more than one objective when establishing a trust in estate planning. Learn how to use different types of trusts to achieve distinct, simultaneous goals.
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Agenda
Agenda & Materials
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9:00 - 9:05 am
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9:05 - 9:55 am
The Use of Revocable and Irrevocable Trusts to Minimize Estate Taxes
on demand video Add to Cart -
10:00 -10:50 am
The Use of Trusts to Provide for Special Needs and Disability Planning
on demand video Add to CartJennifer T. Fleming, Esq., Prince Lobel Tye LLP , Boston
Katelyn Versiackas, Esq., Prince Lobel Tye LLP , Boston
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10:55 - 11:10 am
Break
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11:10 - 12:00 pm
Stacking Medicaid Irrevocable Trusts with Testamentary Trusts for Asset Protection and Estate Planning Purposes
on demand video Add to Cart -
12:05 - 12:55 pm
Stacking a Purpose Trust on Top of an Asset Protection Trust
on demand video Add to Cart
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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