Helping Parents & Grandparents Plan for Minor Children

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

Approved States: CA, NJ, NV, NY, OK, PA, VT

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

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

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.