How many times has a potential client told you they do not need a trust because they do not have enough money or assets?
Join ElderCounsel Principal Howard Krooks for a free one-hour webinar 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.
- 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
Irrevocable Trusts: Not Just for the Rich
Presented by: Howard S. Krooks, J.D., CELA, CAP
Live Webinar: Tuesday, September 19, 1:00 - 2:00 p.m. ET