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DVD

Effective Trust Planning and Drafting, Part Two (2014)


Old iMIS Number:
FDL81


Description


5.5 MCLE Credits.

All four presentations from the spring 2014 continuing popular series are contained in this collection that addresses four different trusts: Trusts for Infants, Charitable Trusts, Generation-Skipping Trusts, and Estate Tax 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.