Trust and Estate Planning for Client Privacy in a Public World-Audio Webcast
January 2018
Trust and Estate Planning for Client Privacy in a Public World
Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts
Program Description
In a world where every seemingly private and personal bit of information can be breached and publicly disclosed and used, trust and estate clients frequently want nothing more than their privacy. They want their plans and their holdings kept secret and hidden from disclosure to the public or even heirs. Ensuring this privacy is a multifaceted process that relies, in various parts, on substantive law but also on pragmatic steps outside of traditional law practice. Privacy also turns on whether the client wants to protect the nature and event of certain classes of assets, certain controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death. This program will provide you with a highly detailed guide to the possibilities for, and the limitations of, privacy in trust and estate planning.
- Utilizing revocable trusts – preventing disclosure of assets on death, facilitating anonymous ownership & ensuring plan secrecy
- Silent trusts as a method to limit disclosure to beneficiaries
- Titling of special assets including art, watercraft, firearms, and certain real estate
- Anonymity in charitable gift planning
- Financial planning privacy – investor privacy, lottery winner privacy, banking disclosure
- Medical privacy planning – HIPAA, insurance applications
- Securing third-party confidentiality through non-disclosure agreements
- Privacy at death – obituaries, last medical records, funeral arrangements
- Dealing with the public courts
Faculty:
Jeff Chadwick is an attorney in the Houston and The Woodlands, Texas offices of Winstead, P.C, where his practice focuses on sophisticated trust and estate planning for closely held business owners, business executives, and other high net worth individuals and families. He provides practical advice on wealth transfer planning, business formation and structuring, asset protection planning, planned charitable giving, trust modifications, pre- and post-marital planning, and the administration of trusts and estates. He a frequent speaker at tax and estate planning seminars around the country and has authored numerous articles appearing in estate planning publications and law reviews. Before entering private practice, he served as a judicial clerk to Judge Henry E. Hudson of the U.S. District Court for the Eastern District of Virginia. Mr. Chadwick earned his B.S., magna cum laude, from Baylor University and his J.D., summa cum laude, from the University of Richmond School of Law.
AUDIO WEBCAST INFORMATION:
Course materials are provided in PDF format to all audio webcast participants.
AUDIO-ONLY WEBCASTING IS EASY!
THE MINIMUM SYSTEM REQUIREMENTS:
- Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM
- A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to http://www.speedtest.net/)
- Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free download here: http://get.adobe.com/reader/
- Adobe Flash Player v. 11.X or higher (Free download here: http://get.adobe.com/flashplayer/)
- Tablets and iOS devices will need a web browser and a high speed wi-fi connection.
- You will also need a sound card and speakers, and a current web browser
TIPS FOR A BETTER AUDIO-WEBCAST EXPERIENCE:
http://cle.cobar.org/About/FAQs/TechnicalFAQs.aspx#webcastvod
You will receive a confirmation and instructions to listen to the audio-webcast via email upon registration.
ACCREDITATION INFORMATION:
Each Audio Webcast has been submitted for 1 (or 2) General CLE Credit(s). Courses with an Ethics Component have been submitted for Ethics Credits accordingly.
How to Register:
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Section Member | $49.00 |
| CLE ELITE Pass Holders | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts