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A Deep Dive into Trusts: What You Need to Be Aware Of

SKU: EPP073

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Total Credits

1 - 1.5

Price$75

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Description

Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family disputes, and preparing for incapacity.

Dive into the core principles of trust law, gain clarity on the distinctions between revocable and irrevocable trusts, and evaluate the strategic advantages of trusts versus wills. Equip yourself with practical insights to guide your clients toward informed decisions that align with their goals and protect their assets for future generations.

Lecturer Bio

Ronald A. Fatoullah, Esq.

Ronald Fatoullah Chairs the Elder Law Practice Group and is a Partner in the firm's Trusts & Estates Practice Group for Meltzer, Lippe, Goldstein and Breitstone, LLP. Prior to joining the firm, Ron was the founder and principal of Ronald Fatoullah & Associates for over 35 years, perennially recognized as one of New York's top Elder Law and Estate Planning firms. Ron has been devoted to advising New Yorkers about the legal and financial challenges of aging. He is highly regarded for his contributions and expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and & guardianship litigation.

To learn more about Ron visit his website meltzerlippe.com.

*Certified as an elder law attorney by the National Elder Law foundation.

A Deep Dive into Trusts: What You Need to Be Aware Of

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Description

Lecturer Bio

Ronald A. Fatoullah, Esq.

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