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Settlement Planning: The Functionality of Trusts over Traditional Conservatorships

November 2, 2022 @ 8:30 am - 12:00 pm

Attend by live webinar

3 MCLE credit hours

Topics Covered Will Include:

  • Overview of the Settlement Process
  • Consideration for the Client: what does the client need
  • The Limitations of Conservatorships and when to Use Them
  • Understanding Irrevocable Trusts and their Many Variations
  • Understanding Supplemental Needs Trusts (Special Needs)
  • Incorporating Traditional Estate Planning

Speaker:   Melanie Bradford Holliman, Alabama Family Trust – Birmingham

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