Join us for our weekly webinar and explore the key issues, step by step, in creating the optimal plans for your clients. Today we’ll be talking about lifetime planning (for all plans). You must know what rights and powers the grantor intends to retain during his/her lifetime, including:
- Income
- Principal
- Powers of Appointment
- Disability panel
- Disability instructions – who will retain these powers
Registration Link to register for the entire series:
Registration Web Link: https://www3.gotomeeting.com/register/143535054
Add a Comment