Asset Protection for the Middle Class: Using Income Only Trusts for True Asset Protection

 
ALI CLE

View in a browser

Share with a colleague

Modify your preferences

 
 
ALI CLE Presents:
 

Asset Protection for the Middle Class:
Using Income Only Trusts for True Asset Protection

 
  Telephone Seminar | Audio Webcast
Tuesday, November 19, 2013
 | 12:00 noon - 1:30 p.m. Eastern | $199
 
     
  Register Now More Information  
     
 

Have two or more attorneys who want to attend?

Attend as a group and save up to 30%

 
     
 

Who

 

Evan H. Farr, Farr Law Firm, Fairfax, Virginia (Planning Chair)

 

Richard H. Hughes, The Hughes Law Firm, Denver

What

 

Income only trusts should be in the arsenal of every estate planning attorney, asset protection attorney, and elder law attorney, regardless of the client’s level of wealth.

Join esteemed elder law attorneys Evan H. Farr and Richard Hughes for this 90-minute CLE program on modern asset protection using the income only trust, which will focus on why and how the income only trust works.

This cutting-edge program will examine:

 
why and how a properly-drafted income only trust can protect the assets of clients from probate, lawsuits, and long-term care expenses
why assets in a properly-drafted income only trust are exempt for Medicaid purposes when clients find themselves needing nursing home care
how to create a variation of the income only trust that makes assets exempt for veterans wishing to obtain the Veterans Aid and Attendance Special Pension benefit
whether the settlor can act as trustee of the trust, even though the trust is irrevocable
how a properly-drafted income only trust can be used by wealthy clients who want to preserve their wealth and, more importantly, by middle class clients who want to preserve their dignity and quality of life when assisted living or nursing home care becomes a reality
And more!

When

  Tuesday, November 19, 2013 | 12:00 noon - 1:30 p.m. Eastern
 
     
 

CLE Credit

To check on the current CLE Credit for this course, click here.

 
     
 

Asset Protection for the Middle Class:
Using Income Only Trusts for True Asset Protection

Register Now More Information

 
     
 
     
 

By the way, we'd love to know what's relevant to you. It's important to us that we better serve your CLE needs – and that we use your time wisely.

Please consider visiting our email preferences page to tell us what subjects and delivery methods matter to you and to select from a variety of ways to hear from us. Get only the notifications you require, delivered on a schedule that matches your needs.

 
   
 
Connect with us for special offers and updates. Linked in Facebook Twitter Daily Deals
 
   
 
ALI CLE 4025 Chestnut Street, Philadelphia, PA 19104-3099
www.ali-cle.org   Customer Support 1.800.253.6397
 
     

Update Your Preferences | Cease ALI CLE emails | Forward to a Friend

If your Internet provider filters incoming e-mail, please add ali-cle.org to your list of approved senders to ensure that you receive future e-mails.