Total Credits: 1.2 MCLE
Trust and estate clients frequently want nothing more than their privacy. They want their holdings and plans kept secret, even from their heirs. Ensuring privacy is a multifaceted process that relies, in various parts, on substantive law but also on pragmatic steps. Privacy also turns on whether the client wants to protect the nature and extent of certain classes of assets, controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death. This program will provide you with a detailed guide to privacy in trust and estate planning.
Speaker: Jeff Chadwick, Winstead, PC, Houston, TX
Materials | Available after Purchase |
MCLE Form (502.8 KB) | Available after Purchase |