Trust & Estate Planning for Client Privacy in a Public World Out of Stock
Convenient, timely, reliable, and affordable
Quantity
- 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).
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $89.00 USD
- Member Price $59.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits