Life Change Issues in Trusts and Estates

Overview

Life changes are inevitable. Review common issues that arise in trust and estate planning when changes in situation like divorce, second marriages or death occur and determine best practices for each.

Prerequisites

None

Objectives

• Review common issues in trust and estate planning arising from life changes such as divorce, second marriages, or death, and determine best practices for addressing these challenges in estate and Medicaid planning

Highlights

• Estate Planning: What can go wrong?
• Estate and Medicaid planning
• Medicaid benefit planning
• Power of attorney
• Gifting