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- Audio Conference DVD's and CD's:
Asset Protection for the middle Class: Strategies for Estate Planners
Audio Conference Recording Price: 199.00 (U.S. Dollars) -
SUMMARY
Asset protection for the middle class, when done effectively, can shelter your client from significant Medicaid fees & creditor costs that they will be inept to afford. Properly using income-only trusts & other estate planning tools designated for the middle class as a mechanism for asset protection will save your client thousands. Join us for a 60-minute audio conference where you and your colleagues will discover:
- Strategies for Using Income-Only Trusts for Client Asset Protection
- Alternative Estate Planning Techniques for Middle Class Clients
- Tools to Protect Your Client from Long-term Care Creditors
- Medicaid Eligibility & Income-Only Trusts: How to Protect Your Client
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PROGRAM BENEFITS
In this practical, 60-minute audio conference, you and your colleagues will learn what estate planning methods will best protect the assets of your middle class clients and protect them from potential Medicaid fees and creditor costs.
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PROGRAM HIGHLIGHTS
- Asset Protection for the Middle Class: Trust & Estate Planning Techniques
- Ideal trusts to protect the interests of your middle class clients
- How to maximize income to effectively protect future assets in the estate
- Strategies for using Asset Protection Trusts for middle class clients
- Keys to Using Income Only Trusts to Protect the Long-term Interests of Your Client
- How Income Only Trusts shelter middle class assets & protect against Medicaid
- Using Income Only Trusts vs. Liability Insurance: What will benefit your client
- Lookback periods and transfer penalties: What you must know
- Creditors & Debt: How to Shelter Your Middle Class Clients from Financial Woe
- Strategies for using trusts for future Medicaid asset protection & exemption
- Keys to protect your client from nursing homes & long-term care creditors
- Tax considerations for middle class trust & estate planning
- Question and Answer Session - Have your Estate Planning questions answered!
- Asset Protection for the Middle Class: Trust & Estate Planning Techniques
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SPEAKER
Evan Farr has been in private practice in Fairfax since 1987, and is the leading Elder Law attorney in Virginia and the #1 Medicaid Asset Protection expert in the country. The only attorney in Virginia who is both a Certified Elder Law Attorney and a Certified Estate Advisor, Evan has been named by Virginia Super Lawyers Magazine as one of the top attorneys in Virginia since 2007, and has been named by Washington, DC Super Lawyers Magazine as one of the top attorneys in DC since 2008.
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CLE CREDITS
Continuing Legal Education CLE credit is available for an additional $65 per person in states where teleconferences are accredited
(States currently NOT included: KS, OH) -
PROGRAM MATERIALS
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
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PRICING
$199.00 for audio conference recording (CD or DVD) and program materials.
This is an outstanding program and therefore we offer purchasers a Money Back Guarantee. We are so confident that you will find the conference valuable that we offer a 100% money back guarantee from now until 30 days after the audio recording is shipped, making this a risk-free investment. If you should have any concerns, comments, or refund requests with this conference, please contact our customer service representatives at 800-964-6033. Audio recordings will be received approximately three weeks after the live conference.
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- Audio Conference DVD's and CD's:
