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Trust and Estate Planning for MDs, JDs, CPAs and Other Professionals - Part 2

Estate planning for professionals – physicians, lawyers, accounts and others – and executives raises challenging issues for the planner.

These clients may have high incomes but their retirement assets are highly concentrated in restrictive retirement plans. Their tangible assets tend to be the target of claimants, such as former clients in fiduciary litigation, tort claimants, former spouse and others. Planning for these clients involves preserving tangible assets from potential claimants and working with restrictive retirement plans or illiquid tangible assets.

This program provides a guide to issues and techniques when planning for professionals and executives.

Part 2 topics include:

  • Spendthrift trusts, LLCs and other wealth protection vehicles for professionals and executives
  • Risks of fraudulent transfers in trust planning
  • Insurance and annuity products to shield assets and produce income over time
  • Planning with trusts to provide for family and the education of children
  • Bankruptcy issues and planning

Wednesday, November 11, 2020
1:00–2:00 PM


  • Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL
  • Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH

November 11, 2020

North Carolina: 1.00 MCLE Hour

See pricing below.