asset protection 698x400
0 student

This is a 5-week course. It will cover the following topics:

Week 1

– Successions/Probates
– Interdictions/Conservatorships
– Wills (And Why They Fail)
– Joint Tenancy Arrangements
– Common Law Relationships
– Act of Donations (Pre-Death / Disablement)
– Gifting (Why We Don’t Do It)
– Never Put Your Children’s Names on Your Bank Accounts

Week 2

– Medicaid and Nursing Homes
– Look-Back and Spin-Down Provisions
– General Powers of Attorney
– Specific Powers of Attorney
– Testamentary Trusts

Week 3

– Inter-Vivos and Grantor Trusts
– Trust Funding
– Trust Filing
– How to Live with Your Trust
– Living Wills
– Durable Power of Attorney for Healthcare
– Durable Power of Attorney Financial

Week 4

– Pour-Over Wills
– Trust Distributions
– The Order of Distributions
– Specific Bequests
– Liquid Assets
– Personal Effects
– Movables
– Immovables / Real Property

Week 5

– Jurisdictions of Trust
– Other Necessary / Ancillary Documents
– Extracts of Trusts
– Trustee Letters
– Transfer Forms
– Funding Instructions
– Final Disposition Instructions
– General Instructions
– Specific Instructions at Death

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$525.00