'Trust agreement' diaporamas de présentation

Disclosures

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Caroline Burn

397 views • 33 slides

Using Estate Planning Tools To Allow for Medicaid Planning

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Topics for today

Topics for today. Will substitutes and the subsidiary law of wills Pour-over wills and revocable trusts in modern estate planning. Will substitutes and the subsidiary law of wills.

441 views • 30 slides

A Second Look: Estate Planning Using Trust Protectors as a Team March 21, 2011

A Second Look: Estate Planning Using Trust Protectors as a Team March 21, 2011. Carl R. Waldman, Esq. Trust Protectors. Common in offshore jurisdictions Little guidance in American law Role is different from trustee Perspective of trusted family friend or advisor

395 views • 30 slides

Data Use and Reciprocal Support Agreement (DURSA) Briefing

Data Use and Reciprocal Support Agreement (DURSA) Briefing. Nationwide Health Information Network 12/7/09. Discussion Topics. NHIN DURSA Overview Key Provisions Next Steps. Nationwide Health Information Network (NHIN). NHIN Context.

456 views • 29 slides

Estate Planning

Estate Planning. Estate planning. Goals and objectives Reviewing current plan Passing property at death Probate Estate taxes (federal, state) Unification of estate and gift taxes Other transfer issues Life planning. What are some common estate planning goals?.

383 views • 28 slides

387 views • 25 slides

294 views • 17 slides