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Pooled Trusts for Older Clients
Contains material from Sep 2023
Pooled Trusts for Older Clients
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How to find, use, and compare pooled trusts for older clients, including clients for themselves, spouses, and other family members. Whether clients have substantial or modest resources, there are a variety of pooled trust strategies to consider suggesting to older clients who are seeking to protect care options throughout the future.
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Pooled Trusts for Older Clients (Sep 2023)
Renée C. Lovelace
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Session 1 —31 mins
Pooled Trusts for Older Clients (Sep 2023)
How to find, use, and compare pooled trusts for older clients, including clients planning for themselves, spouses, and other family members. Whether clients have substantial or modest resources, there are a variety of pooled trust strategies to consider suggesting to older clients who are seeking to protect care options throughout the future.
Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Tyler, TX