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Trust and Estate Planning for Client Privacy in a Public World


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 provides a detailed guide to privacy in trust and estate planning.

  • 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

DETAILS
Phone/Audio
Friday, December 17, 2021
1:00–2:00 PM

SPEAKERS

  • Jeff Chadwick, Winstead PC, Houston, TX

PRODUCED
December 17, 2021

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

PROGRAM PRICING
See pricing below.