Trust Me: You Don't Want to Do That

NAELA Annual Conference Logo
In an elder law and estate planning practice, attorneys must not only advise clients on the parameters of the law, but also counsel their clients on practical matters, guiding clients toward planning choices that will best achieve their goals. Sometimes, this means recommending a course of action that the client initially sees as counterintuitive or even contrary to the client’s wishes, such as leaving property to a spouse or child in trust. Explore some of the top areas in which estate planning attorneys should consider counseling clients against the client’s preferred course of action. Topics covered will include: Leaving property in trust v. outright, whether to name a beneficiary as a trustee, and why a conduit trust may not be the best choice for retirement assets. Although it is sometimes difficult, by working through these tough topics, the attorney can become not only a good advisor but a trusted counselor.
Discounted member price: 99.00
199.00
You could save 50.3%

Presenters

Picture LogoData

Vanessa Kanaga

Interactive Legal

Melbourne, FL

Letha Sgritta McDowell, CELA, CAP, Fellow

Hook Law Center

Virginia Beach, VA
script
There are no records.
This virtual program, spread over three half-days, will be a very fast-paced review of the key components of the Social Security program, including the eligibility requirements for all benefits. 

Learn more and register today