Helping Parents & Grandparents Plan for Minor Children

Helping Parents & Grandparents Plan for Minor Children

Regular price $129.00

Join us as we discuss the importance of nominating guardians for minor children, what issues or considerations should be discussed with your client. Helping to take the worry out of who is going to care for their minor children is a huge benefit. We will cover the basics of knowing how to provide for minor children when leaving assets in Trust and how to set that up either as a parent or a grandparent. We will look at different planning options such as demand trusts, Minor's trust and HEETs (Health, Education Exclusion Trusts).

Presented by: Jay Zych, JD

CLE: 1.0 general credit

States Pre-Approved: AR, CA, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, TX, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

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