Trust Workshop 2019 | NAELA

Trust Workshop 2019

7 Presentations 0 Sections

This one-day workshop offers real-life client scenarios allowing participants to learn first hand as they explore the different types of trusts.

$755.00

Items Included in the Purchase of this Event

Kick Off: Trusts, Trusts, Trusts

Presentation: Joan Robert, Eric Einhardt, Esq., 2 min 33 sec

Session 1: Revocable Trusts with Pour Over Wills

Presentation: Howard S. Krooks, Esq., CELA, CAP, Fellow, 61 min 0 sec

Session 2: Irrevocable Income Only Trusts

Presentation: Robert A. Mason, CELA, CAP, 72 min 30 sec

Session 3: VA Trusts

Presentation: Valerie Peterson, Esq., 57 min 0 sec

Session 4: Trusts to Hold Retirement Funds: When the Beneficiary is a Minor or Incapacitated or the Family Wants to Provide for a Charity

Presentation: Mark D. Munson, CELA, CAP, 92 min 50 sec

Session 5: Irrevocable Life Insurance Trusts

Presentation: Brad Frigon, CELA, CAP, Vincent J. Russo, CELA, CAP, 65 min 6 sec

Session 6: Special/Supplemental Needs Trusts

Presentation: Eric J. Einhart, Esq., Vincent J. Russo, CELA, CAP, 72 min 42 sec