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Irrevocable Trusts: Drafting With the Right Ingredients

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Originally recorded during a live webcast in October, 2017

3 ways irrevocable trusts can help your clients

Trusts are a valuable estate planning tool that can:

  • Help minimize federal taxes
  • Enable your clients to avoid probate
  • Protect assets from creditors and lawsuits
  • Help your client protect assets from skyrocketing healthcare costs
  • See how irrevocable trusts can also help clients of any income level protect their assets from: • The effects of living longer • Diminished capacity • Potential lawsuits • Scams • Undue influence • Nursing home costs

Pragmatic tips to help your client plan for the future

What goes into the trust? What planning choices does your client need to consider? Learn how to draft a trust that will meet your client’s goals.

Practice Areas


Andrew G. Sykes Esq., CELA Sykes Elder Law LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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