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Wills, Trusts, & Estates Prof Blog
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CLE on Asset Protection for the Middle Class

By Gerry W. Beyer

CLE My Legal Conferences is sponsoring a 60-minute audio conference entitled Asset Protection for the Middle Class: Strategies for Estate Planners on September 14, 2010. The program summary is below:

Asset protection for the middle class, when done effectively, can shelter your client from significant Medicaid fees & creditor costs that they will be inept to afford. Properly using income-only trusts & other estate planning tools designated for the middle class as a mechanism for asset protection will save your client thousands. Join us for a 60-minute audio conference where you and your colleagues will discover:

  • Strategies for Using Income-Only Trusts for Client Asset Protection
  • Alternative Estate Planning Techniques for Middle Class Clients
  • Tools to Protect Your Client from Long-term Care Creditors
  • Medicaid Eligibility & Income-Only Trusts: How to Protect Your Client

Posted in:
Conferences & CLE, Estate Planning - Generally and Trusts