- 1x (Normal)
Class 5 01 Introduction2:41
Class 5 02 Project Report3:35
Class 5 03 Special Needs and Spendthrift Trusts7:00
Class 5 04 APT's and Dynasty Trusts16:19
Class 5 05 QTIP and Medicaid Trusts7:08
Class 5 06 ILIT's7:04
Class 5 07 Charitable Trusts13:42
About This Class
George P. Brown PhD
There are a number of commonly used trusts. Many of these trusts can be incorporated in a Last Will and Testament or in a Revocable Living Trust. They can be set to be funded either immediately or upon some event in the future. They can also be created as completely stant-alone documents, not related to any Will or Living Trust.
These Advanced Trusts serve very specific purposes. Each one will be described in general terms for educational purposes. Since this entire class is devoted to basic estate planning, which includes Last Wills and Testaments and Revocable Living Trusts, you will need to read other materials that completely describe these advanced trusts.
Nevertheless, what you will learn here will give you a firm understanding of the application of each of these trusts, and you will know more than 95% of most of the financial advisors and insurance agents out there.
40 Years in Banking and Trust & Estates; Author and Teacher in Estate Planning; Mentor to successful professionals.