While both a will and a trust can provide testamentary instructions and distributions, they can have different results. It is important to understand the client’s goals in order to decide which document to use. A will may not be able to fully protect the inheritance for a beneficiary and a trust is not just for wealthy people with tax problems. This course discusses different situations to help determine when a will or a trust is the better choice.
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I have been practicing in this area for over 40 years, but I usually gain a perspective that I had not considered when attending TBA seminars. David Heller's presentation was extraordinarily well organized and presented. For new entries into the field, it is invaluable. For experienced attorneys, it was a very helpful review. David was very good
It was good insight on how to decide what course of action to take by evaluating the needs of the participants. Good review of types of trusts and the ways wills transfer in Tennessee. I don't practice this type of law. So, it was a good refresher.
Wow! Plenty of good info!
This program will be filed for Tennessee CLE credit. Please email a request to email@example.com for Georgia and Mississippi CLE credit.