Advanced Planning with Trusts

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About This Course

Starting with a general overview of trusts and fundamental concepts and issues common to all trusts, this CLE presentation will quickly advance to topics like revoking irrevocable trusts, keeping trusts flexible and retaining control through the use of trust protectors, special needs planning and asset protection planning.

Topics include:

  • Successfully Revoking Irrevocable Trusts
  • Utilizing Trust Protectors
  • Using Trusts for Premarital Planning
  • Effectively Transferring Real Property to a Trust

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