Originally presented on: December 10, 2019
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 & The Woodlands, TX
Note: This program was originally produced as an audio seminar and is available on demand. This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias, or Kansas credit.
|Course materials (1 of 2).pdf (612.1 KB)||Available after Purchase|
|Course materials (2 of 2).pdf (105.3 KB)||Available after Purchase|
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