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Tuesday, February 4, 2020, 1:00-2:00pm

Trust and estate clients frequently want nothing more than their privacy. They want their holdings and plans kept secret, even from their heirs.

Ensuring privacy is a multifaceted process that relies, in various parts, on substantive law but also on pragmatic steps. Privacy also turns on whether the client wants to protect the nature and extent of certain classes of assets, controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death.

This program provides a detailed guide to privacy in trust and estate planning.

  • Utilizing revocable trusts – preventing disclosure of assets on death, facilitating anonymous ownership & ensuring plan secrecy
  • Silent trusts as a method to limit disclosure to beneficiaries
  • Titling of special assets including art, watercraft, firearms, and certain real estate
  • Anonymity in charitable gift planning
  • Financial planning privacy – investor privacy, lottery winner privacy, banking disclosure
  • Medical privacy planning – HIPAA, insurance applications
  • Securing third-party confidentiality through non-disclosure agreements
  • Privacy at death – obituaries, last medical records, funeral arrangements

Click on the "In Depth" tab for tuition and speaker information.

Web Event Information
Start Time:
February 04, 2020 1:00 PM Eastern
12:00 PM Central, 11:00 AM Mountain, 10:00 AM Pacific
Add to Calendar:
Estimated Length:
1 hour
Registration Time Remaining:
12 days, 9 hours
Registration Fee:
Free
Trust and Estate Planning for Client Privacy in a Public World | Live Replay from December 10, 2019 | Phone/Audio Streaming
TUITION RATE.    

All Attendees: $80


Early discount and CLE Premier Pass rates are not available for this program. 

FACULTY.  
Speaker Information
Jeff Chadwick   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
Questions?
CLE Premier Pass
Products
PHONE/AUDIO STREAMING Tuesday, February 4, 2020 | #943TW2
NCBA Price:$0.00