Will vs. Trust

Key Legal and Tax Goals, Uses, and Differences - Clarified

Get a clear look at estate plannings essential building blocks: wills and trusts. Distinguish between their uses, the roles of key parties, governing laws, tax consequences, and potential planning risks. This essential estate planning guide offers a bird's eye view of the practice's main tools. Register today!

• Get an overview of the key laws and regulations governing the creation and administration of wills and trusts.
• Gauge the flexibility of the different tools in adapting to the clients' unique situations.
• Learn what creditor protections are available with wills vs. various trusts.

Session Time: 10:00 AM - 11:30 AM Eastern
Presenter: Lindsey R. Buchheit

1. Key Estate Transfer Laws
2. What a Will Can and Cannot Do
3. Trusts Overview: Key Parties, Terms, Concepts
4. Tax Considerations
5. Asset Transfers: Timing, Amounts, Choice of Assets, etc.
6. Delegating Medical Decision-Making
7. Choosing Financial Proxies
8. Flexibility Issues
9. Spendthrift Protections
10. Planning for Expenses During Life
11. Creditor Protections
12. Dispute Resolution