Learn why the quantity of resources and assets do not matter when you are talking about an irrevocable trust.

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How many times has a potential client told you they do not need a trust because they do not have enough money or assets?

Watch ElderCounsel Principal Howard Krooks during this free one-hour recorded course and learn why the quantity of resources and assets do not matter when you are talking about an irrevocable trust. Howard will discuss why an irrevocable trust can be used for almost any client, based on facts and not dollar values.

Topics include: 

  • Benefits of Irrevocable Trust Planning
  • Talking to clients about irrevocable trusts
  • What to do with IRAs
  • Avoiding estate recovery on the home
  • Crisis planning with no “proper” donees


Presented by: Howard S. Krooks, J.D., CELA, CAP

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