Description:
Most clients, whether married or unmarried, plan to leave their property eventually to their children. This presentation will discuss various ways of doing just that, including simple gifts to children that also plan for the possibility of a child not being alive, as well as using trusts. Trusts are often useful when the children are minors, but there are other alternatives for minors that we will cover as well. The session will also examine different ways of naming guardians for minor children, how to factor in gifts made during lifetime, and planning for other special situations.
Planning for Children and Other Descendants:
- Outright and trust-based gifts to descendants
- Planning for minor beneficiaries and guardianship
- Adjustments for lifetime gifts and special family circumstance
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and
regulatory agencies for a variety of professionals that participate on our teleconferences may still receive
continuing education credit for their participation. If a participant wishes to receive CE credit for their
participation in these teleconferences, they must apply to receive credit on their own and through their
individual states and regulatory authorities. It is the responsibility of the participant to file for CE
credit and is not guaranteed by the webinar sponsors.