Effective Trust Planning and Drafting (2013)

6.0 MCLE Credits.

All four presentations from the fall 2013 popular series are contained in this collection that in addition to an introductory overview, addresses three different trusts: Revocable Trusts, Medicaid Trusts, and Special Needs Trusts.

The speakers share techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document. The experienced speakers in this series share successful techniques for planning for the individual client’s situation as well as their recommendations on drafting the resulting trusts