Trust & Estate Planning for Client Privacy in a Public World Out of Stock

 

Convenient, timely, reliable, and affordable

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- 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).
 
  •   Standard Price
    $89.00 USD
  •   Member Price
    $59.00 USD
  •   General Credits
    1.00
  •   Ethics Credits
    0.00
  •   EDI Credits
Live Seminar Date
12/17/2021
Expiration Date
12/31/2023
Non-Member Price
$89.00 USD
Member Price
$59.00 USD
Product Code
TS121721J
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