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W H AT D O I N E E D T O K N O W A B O U T Living Trusts WHAT IS A TRUST A Trust is a legal entity by which assets are transferred from one person settlor to a second person…
© 2009 O’DIAM STECKER LAW GROUP, INC. Page 1 75 Harbert Drive, Dayton, Ohio 45440 Phone: 937 458-0574 Fax: 937 458-0579 www.oslawgroup.com ESTATE PLANNING…
ESTATE EVALUATION Confidential Information Gathering Kit Please return this completed kit and a copy of your current estate and business planning documents to your advisor.…
Shirlene Bastar [email protected] direct: 801.322.9212 Introduction Shirlene brings a wealth of real world business experience to her practice, which focuses primarily on customized…
Modifying Irrevocable Trusts: Changing the Unchangeable? Navigating Modification Methods, Governing Law, Consent Requirements, and Tax Considerations Today’s faculty features:…
The audio portion of the conference may be accessed via the telephone or by using your computer's speakers. Please refer to the instructions emailed to registrants for additional…
1.How Irrevocable Are Irrevocable Trusts?~~~Thomas E. SimmonsFebruary 4, 20102. Disclaimer These seminar materials and Mr. Simmons’ presentation are intended to provide…
Vincent J. Russo Associates, P.C. Attorneys and Counselors at Law ______________________________________________________________________________ STRUCTURING OF TRUSTS IN…
This presentations talks about revocable living trusts in Florida, its essential concepts, questions and answers.
Revocable Living Trusts Legal Disclaimer: The following is an educational presentation, not intended to be legal advice. Contact me to discuss your specific estate planning…
Key Statutes and Rules 1. What are the key statutes and rules that govern revocable trusts in your state and are revocable trusts commonly used as will substitutes in your
Drafting Wills and Trusts with Medicaid in Mind Amelia Crotwell, CELA Elder Law of East Tennessee 903 N. Hall of Fame Dr. Knoxivlle, TN 37917 www.elderlawetn.com Certified…
Irrevocable Funeral Trusts Peace of Mind for You & Your Loved Ones Concerns Facing Seniors Today Loved Ones passing away. 2. Outliving your money. 3. High cost for nursing…
Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits Selecting Trust Type Protecting Assets and Optimizing Tax Planning for Long-Term Care Today’s faculty features:…
The audio portion of the conference may be accessed via the telephone or by using your computer's speakers. Please refer to the instructions emailed to registrants for additional…
The audio portion of the conference may be accessed via the telephone or by using your computer's speakers. Please refer to the instructions emailed to registrants for additional…
1. Melinda Merk, Esq. Regional Trust Advisor SunTrust Bank Private Wealth Management Vienna, VA Logan Helman Winn, Esq. Family Wealth Strategist GenSpring Family Offices…
IRREVOCABLE LIFE INSURANCE TRUSTS: A CONCISE GUIDE FOR FINANCIAL ADVISORS AND HUMAN RESOURCES PROFESSIONALS EDWARD B. HYMSON* I. INTRODUCTION The Internal Revenue Code (I.R.C.…
© 2015 Lawrence Israeloff Esq CPA Page 2 Copyright © 2015 by LAWRENCE ISRAELOFF ESQ CPA All rights reserved No part of this book may be used or reproduced in any manner…
Presenting a live 90‐minute webinar with interactive QA Irrevocable Life Insurance Trusts Drafting Flexible ILITs to Achieve Tax Benefits and Plan for Future Circumstances…