Total Credits: 1 CLE
Trust and estate clients frequently want nothing more than their privacy. They want their holdings and plans kept secret, even from their heirs. Ensuring privacy is a multifaceted process that relies on substantive law but also on various companies’ policies, such as with rewards programs. Privacy also turns on whether the client wants to protect the nature and extent of certain classes of assets, controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death. This program will provide you with a detailed guide to privacy in trust and estate planning.
Schedule:
• Utilizing revocable trusts – preventing disclosure of assets on death, facilitating anonymous ownership & ensuring plan secrecy
• Silent trusts as a method to limit disclosure to beneficiaries
• Titling of special assets including art, watercraft, firearms, and certain real estate
• Anonymity in charitable gift planning
• Financial planning privacy – investor privacy, lottery winner privacy, banking disclosure
• Medical privacy planning – HIPAA, insurance applications
• Securing third-party confidentiality through non-disclosure agreements
• Privacy at death – obituaries, last medical records, funeral arrangements
| Handout 1 (612.1 KB) | 93 Pages | Available after Purchase |
| Handout 2 (105.3 KB) | 20 Pages | Available after Purchase |
| Evaluation Form (32.5 KB) | 1 Pages | Available after Purchase |
Jeff Chadwick is a partner in the Houston and The Woodlands, Texas offices of Winstead, P.C, where his practice focuses on sophisticated trust and estate planning for closely held business owners, business executives, and other high net worth individuals and families. He provides practical advice on wealth transfer planning, business formation and structuring, asset protection planning, planned charitable giving, trust modifications, pre- and post-marital planning, and the administration of trusts and estates. Before entering private practice, he served as a judicial clerk to Judge Henry E. Hudson of the U.S. District Court for the Eastern District of Virginia.
