Скачать или смотреть 2025 Planning Ahead: Estate Planning workshop Part II

Continued from Part I:    • 2025 Planning Ahead: Estate Planning works...  

Please email [email protected] if you would like to receive a copy of the handouts from this event.

00:00 Examples of distribution restrictions in estate plans
04:21 How adoption affects estate plans
05:09 Common ages for distribution of inheritance funds
08:03 How divorce can affect estate planning
11:39 RECA settlement and estate planning
15:00 Talking to family about how to direct an inheritance to a special needs trust
16:35 How guardian status affects estate plans
17:07 Activating a trust
18:12 Special needs trust funds can't go directly to the recipient

Please continue to Part III:    • 2025 Planning Ahead: Estate Planning works...  

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