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
- Alaska Community Property Trusts
- Incomplete Gift Non-Grantor Trusts
- Asset Protection Trusts
- Intentionally Defective Grantor Trusts
- Custodial Services for Individual Trustees
- Irrevocable Life Insurance Trusts
- Charitable Trusts
- LLC Administration for Private Placement Life Insurance
- Delegated Trusts
- Qualified Personal Residence Trusts
- Directed Trusts
- Self-Directed IRA & IRA Services
- Dynasty Trusts
- Self-Settled Trusts (a.k.a. Spendthrift Trusts)
- Generation-Skipping Trusts
- Special Needs Trusts
- Grantor-Retained Annuity Trusts
- Spousal Lifetime Access Trusts
- High-Balance Insured Cash Deposit Solutions
- Process
- JURISDICTIONS
- EXPERTISE
- Careers