The Art & Science of Stacking Trusts
Learn about the types and combination of trusts to meet your clients’ goals
- Product Number: 2240066P01
-
CLE Credits, earn up to:
4 substantive credits, 0 ethics credits CLE Credit Note -
Add to Favorites List
Your Selection:
All of the faculty presentations from The Art & Science of Stacking Trusts may be purchased individually. Expand the Agenda below to see all options.
Also Available:
MP3 Download
Add to Cart
Includes downloadable supporting materials.
$245.00; Members $220.50; New Lawyers $122.50
Free for OnlinePass subscribers.
On Demand Webcast
Add to Cart
Includes downloadable supporting materials.
$245.00; Members $220.50; New Lawyers $122.50
Free for OnlinePass subscribers.
Related On Demand Videos
See Agenda below to purchase individual video segments from this program.
Pricing varies by video length. Member and new lawyer pricing available.
Free for OnlinePass subscribers.
-
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.
-
Agenda
Agenda & Materials
-
9:00 - 9:05 am
-
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
-
10:55 - 11:10 am
Break
-
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
-
- Faculty