Aiming for Perfection!

Firearms aren’t just personal property: they carry legal risks, restrictions on transfer, and potential criminal exposure if they’re handled the wrong way. This session guides estate planning attorneys and professionals on how to identify these issues early and structure a plan that protects both the client and the practitioner.

We’ll cover when a traditional will or a revocable living trust is the wrong tool for clients who own firearms, why certain assets should never pass through probate, and how a properly drafted firearms trust can streamline transfers, preserve privacy, and keep clients on the right side of the law. Attendees will learn how to evaluate client goals, identify red flags, and recommend the right structure without falling into the common traps that show up in this niche area.

By the end, you’ll know exactly when a firearms trust is the safer and smarter option, how to explain it in plain language to your clients, and how to integrate it into your existing estate planning workflow with minimal friction. 

Presented by: Angela Tormey

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.