Name
Finding Appropriate Clients and Referral Sources for the Parental Protection Trust
Date & Time
Tuesday, July 31, 2018, 1:15 PM - 2:15 PM
Speakers
Description
The Parental Protection Trust strategy provides a new way of serving clients concerned with long-term care costs and open to incorporating hybrid life insurance products to help fund that care. This session discusses who might be appropriate for this type of planning and how to talk to referral sources about this type of asset protection strategy.
Sessions
Louis Pierro, JD
Session Type
Breakout Session
Course Focus
Elder Law
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit