How Trusts Can Impact LTC Planning

And how to respond to clients who feel they need one.

CLTCs: $89.00 (members save $60.00)
Non-CLTCs: $149.00

How Trusts Can Impact LTC Planning

How do you respond when a client says they want to set up a Trust? Typically, any trust planning is driven by a need to protect assets or compensate for health issues. And it’s a complicated process. In collaboration with Elder Law attorney Cathy Sikorski, Esq., CLTC is pleased to provide this 1-hour training video to answer your most common questions.

  • What is a Trust?
  • Defining Common Trusts
  • What a Trust Cannot Do
  • Why or Why Not Trusts in LTC Planning?
  • How to Fund a Trust
  • Common Mistakes and Myths

This 1-hour video (and companion flyer) will ensure you can better identify when planning is needed, the appropriate vehicle to use and the importance of creating partnerships with other subject matter experts to effectively meet your client’s needs.

* Upon purchase, this video will be added to your CLTC account for viewing. For non-CLTCs, if you need help setting up an account, please contact our support team at 877-771-2522.