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Shelter From the Storm: Strategies to Minimize Conflict and Preserve Assets in Trusts and Probate Estates

Total Credits: 3.0 CLE

Average Rating:
   4
Categories:
Probate & Estate Planning
Duration:
02:59
Original Program Date:
Feb 07, 2018

Description

Learn strategies to minimize conflict and preserve assets in trusts and probate estates.  Topics include:

  • Drafting to reduce litigation with updated tangible personal property clauses, trust protectors, tie-breakers, and discretion
  • Minimize Destructive Forces:  neutral fiduciaries, appropriate ownership and beneficiary designation
  • Taming the Shrews:
    • Proactive Administration: teach, diffuse, disclose, compromise, effectively dealing with litigation once it can’t be avoided
  • Estate Tax Update

Chairperson:
Craig Wisnom, Certified Specialist in Trust and Estate Law, Certified Elder Law Attorney, Bogutz and Gordon, P.C.

Faculty:
Teresa Lancaster, Bogutz and Gordon, P.C.
Jacque Mingle, Bogutz and Gordon, P.C.

Handouts

Faculty Bios.pdf (57.4 KB) 1 Pages Available after Purchase
ShelterFromTheStormManual.pdf (5.3 MB) 77 Pages Available after Purchase

Reviews

5
4
3
2
1

Overall:      5

Total Reviews: 4

Comments

Claudiu C

"Layout of the handout and overall were good, but the flow could have been clearer (moving from one topic to another and organization of material). Minor quibble. "

Gregory R

"Topic is relevant to my practice"
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