Irrevocable Trusts: Not Just for the Rich

Irrevocable Trusts: Not Just for the Rich

Presented by: Howard S. Krooks, J.D., CELA, CAP, ElderCounsel Principal

OVERVIEW:
How many times has a potential client told you they do not need a trust because they do not have enough money or assets?  Join one of the ElderCounsel founding Principals, Howard Krooks, to learn why the quantity of resources and assets do not matter when you are talking about an irrevocable trust.  Howard will discuss why an irrevocable trust can be used for almost any client, based on facts and not dollar values. Topics:
  • Benefits of Irrevocable Trust Planning
  • Talking to clients about Irrevocable Trusts
  • IRAs – What to do with IRAs
  • Homes – Avoiding estate recovery on the home
  • Crisis Planning Utility – How to get a crisis plan done with no “proper” donees
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Webinar Recorded: September 19, 2017
Duration: 83 Minutes 
 

We encourage you to reach out to ElderCounsel if you are seeking new ways of building your elder law practice, developing new referral sources or for educational support.  If you have any questions on how we can partner with you in this regard please schedule a brief consultation, call us at (888) 789-9908, or email us at info@eldercounsel.com.

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