What Happens When the Plan you Prepared Takes an Unexpected Turn (streaming)

Unexpected turn

By: Melissa Wick, JD, and Teresa Nuccio, JD

Member Price: $125.00 Retail Price: $150.00
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Elder Law Masters Course Session

You prepare the most secure MAPT you and the client could possibly draft – independent trustee, trustworthy lifetime beneficiaries… a lawyer’s dream. Just months later, the grantor is in serious car accident with head trauma and will need 24 hour care the rest of his life. With assets “tied up” in the MAPT what can be done?

In another case, you prepared a gifting plan with a promissory note that was signed by all parties. Then you learn the client failed to tell you about prior gifts, or an asset they didn’t think counted. These are just a few of the unexpected scenarios that will be explored with solutions offered during this session.

Length: 50 minutes

Recorded live August 26, 2016

Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS/COURSES section. Videos are available via streaming. Audio and materials are downloadable.