Trusts: Types and Implications

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Revocable versus irrevocable, dynasty versus by-pass and special needs versus Medicaid asset protection trusts. This is only the tip of the iceberg in terms of types of trusts. Moreover, what are the parameters, including fiduciary duties, that impact grantors, trustees and beneficiaries?

This webinar begins with fundamental definitions and builds on how different trusts may be incorporated into different financial and estate planning scenarios. The presenter utilizes her exposure to and experience in private wealth management at Goldman Sachs coupled with her experience as an attorney, who also teaches bioethics at Baylor College of Medicine.

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