Life Change Issues in Trusts and Estates
Life changes are inevitable. Review common issues that arise in trust and estate planning when changes in situation like divorce, second marriages or death occur and determine best practices for each.
Basic Course Information
Learning Objectives
- Review common issues in trust and estate planning arising from life changes such as divorce, second marriages, or death, and determine best practices for addressing these challenges in estate and Medicaid planning
Major Subjects
- Estate Planning: What can go wrong?
- Estate and Medicaid planning
- Medicaid benefit planning
- Power of attorney
- Gifting