Trust & Estate Planning for Client Privacy in a Public World - Audio Webcast
- 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
Faculty: Jeff Chadwick, Winstead P.C., Houston, TX
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 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
To join the CBA or add a Section to your membership click