Join Amanda Koplin, LPC; Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. to discover Addictions and Impaired Clients: Estate and Related Planning Considerations. In this webinar, we will address the reality that the practitioner must understand the commonality of these issues and guide clients, draft documents, and administer estate plans, trusts and financial plans accordingly. Here we will provide an overview of the impact of addiction, an issue that impacts 23.5 million Americans.
- Who We Serve
- Trust Services
- Directed Trusts
- Delegated Trusts
- Self-Settled Trusts (a.k.a. Spendthrift Trusts)
- Asset Protection Trusts
- Irrevocable Life Insurance Trusts
- Dynasty Trusts
- Charitable Trusts
- Alaska Community Property Trusts
- Incomplete Gift Non-Grantor Trusts
- Grantor-Retained Annuity Trusts
- Spousal Lifetime Access Trusts
- Intentionally Defective Grantor Trusts
- Qualified Personal Residence Trusts
- Generation-Skipping Trusts
- Special Needs Trusts
- LLC Administration for Private Placement Life Insurance
- Self-Directed IRA & IRA Services
- Custodial Services for Individual Trustees
- High-Balance Insured Cash Deposit Solutions
- Process
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