Session Two: Top Five Estate Planning Dangers
This session will review five common dangers estate planners should avoid when representing rural clients:
1. Joint revocable trusts.
2. Transfer-on-death (TOD) bank accounts and joint tenancy with benefi ciaries.
3. Inappropriate planning for Medicaid eligibility.
4. Power of attorney.
5. Fair does not always mean equal.
Session One: Business Succession Planning for Agricultural Clients: https://www.calt.iastate.edu/taxplace/video/seminar-replay-session-1-agr...
Session Three: Ethical Issues for Tax Professionals: https://www.calt.iastate.edu/taxplace/video/seminar-replay-session-3-agr...
To purchase the electronic manual and powerpoints from this seminar, please contact Tiffany: email@example.com
CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.