Use trust planning to achieve your client's goals.
Including trust planning in your client’s estate planning can be an integral part in reaching the goals of your client. The purpose of trust planning is for asset management and asset protection and to ensure that the trust parties of the grantor, beneficiaries and trustee are all on the same page when it comes to controlling wealth, protecting assets, and mitigating taxes. This video reviews the purpose of a trust and how to determine client tolerance for risk, control, and complexity before drafting the trust.
Agenda
Faculty
Rebecca Cerny, Esq.
Di Monte & Lizak LLC
- Associate attorney at Pierro, Connor & Strauss, LLC
- Practice areas include simple and complex estate planning, asset protection, tax planning, estate planning for retirement assets, charitable giving, and business succession planning
- Published an article in the NYSBA Health Law Journal on the topic of telehealth and telemedicine
- Member of the New York State Bar Association and an active member of the Trust and Estates Law Section
- J.D. degree, magna cum laude, Albany Law school; B.A. degree in business administration, The College of Saint Rose
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