Trusts can handle any estate more efficiently than relying on a last will and testament alone.
Discussion includes: How do trusts avoid probate and handle assets at capacity? What is the difference between a revocable and irrevocable trust? Can trusts protect you financially if nursing home care is needed? How do trusts impact wills, powers of attorney, real estate, investments, retirement accounts, business interests, and other assets? How does elder law influence the use of trusts and qualifying for Medicaid or a veteran’s pension?
Learn the basics of trusts and the estate planning opportunities they offer.
Trusts are not just for the wealthy; trusts can handle any estate more efficiently than relying on a last will and testament alone. What is the difference between revocable and irrevocable trusts?
Can trusts protect an estate against the costs of probate, state and federal estate taxes, creditor claims, and lawsuits?
Do trusts protect you financially should you ever need nursing home care in the future? How do trusts impact wills, powers of attorney, real estate, investments, retirement accounts, and other assets? How does the field of elder law impact the use of trusts?
This course surveys the basics of implementing trusts and the new planning opportunities trusts can provide you in your own estate plan.