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Designing the Perfect Trust for the Imperfect Client – 2 “Difficult” Client Situations (audio)


Your client hires you to design and draft an irrevocable trust to help protect their assets from long term care costs. But shortly after being hired, you run into issues you didn’t anticipate: Problem children, declining health of the grantor(s), and lack of suitable options for important roles like the Trustee and Trust Protector. This session will provide guidance in these and other unexpected challenges that may arise when designing and drafting irrevocable trusts for elder law clients.

Recorded: July 15, 2015, Symposium 2015 Breakout Session (San Diego, CA)

CLE: 1 hour CLE

Out of stock



Includes: MP3 audio file and PDF of PowerPoint presentation. Once order is placed, a download link will be available in the “My Downloads/Courses” section of your profile.

This is 1 of 9 elder law sessions from the basic track at Symposium 2015.

CLE: Once course is completed, please email [email protected] to receive your state CLE packet.