• Course Book

Making Use of Trusts for Asset Protection of the Middle Class

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Available: In Stock
Price: $29.00
Item Code: 09615-BK

About

Explore the different types of irrevocable asset protection trusts as well as trusts that can help your client. Learn about protecting assets from the costs of long-term care and creditors, reducing PA Inheritance tax, and avoiding probate. Discover how specific trust terms can accomplish your client’s goals and gain tips for holding real estate in an asset protection trust.

Summary of Contents

Drafting an Irrevocable Trust
Using Trust Tax Rules as Tools in a Public Benefits Practice
Public Benefits and Trusts Orientation
Using Trusts for Distribution from IRA’s and Qualified Plan Accounts

Published: 1/1/2017
Pages: 104
Size: 8.5x11