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Trust and estate clients frequently want nothing more than their privacy. They want their holdings and plans kept secret, even from their heirs. Ensuring privacy is a multifaceted process that relies on substantive law but also on various companies’ policies, such as with rewards programs. Privacy also turns on whether the client wants to protect the nature and extent of certain classes of assets, controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death. This program will provide you with a detailed guide to privacy in trust and estate planning.
Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour
Jeff Chadwick, Winstead, P.C – Houston and The Woodlands, Texas