Description

Are you confident your current drafting techniques offer your clients the latest and best protections? This beyond-the-basics course offers specific guidance on structuring and executing trusts, optimizing tax, and optimizing charitable giving. Register today!

• Help your clients maximize their charitable giving potential.
• Explore current top special needs trust drafting and Medicaid planning approaches.
• Come away with specific will and trust language suggestions.
• Help clients make the critical choices on trust structure and funding.