Here is the schedule of future programs in this series;
Schedule of Broadcasts of the Lakeshore Lawyer
Date & Time Topic
July 9 (4:40 p.m. to 4:55 p.m.) Powers of Attorney and Health Care Representative Designations
July 16 (12:00 noon to 1:00 p.m.) Asset Protection (in General)
August 20 (12:00 noon to 1:00 p.m.) Tenancies by the Entirety and Third-Party Beneficiary Designations of Retirement Plans, Life Insurance, and Annuities
September 17 (12:00 noon to 1:00 p.m.) Land Trusts and Revocable Grantor Trusts
October 15 (12:00 noon to 1:00 p.m.) Irrevocable Trusts and Asset Protection
November 19 (12:00 noon to 1:00 p.m.) Medicaid Planning, Special Needs Trusts, and Long-Term Care Insurance
December 17 (12:00 noon to 1:00 p.m.) Federal Estate and Gift Tax Planning
January 21 (12:00 noon to 1:00 p.m.) Limited Liability Entities
February 18 (12:00 noon to 1:00 p.m.) “Get It In Writing”: The Statute of Frauds
March 18 (12:00 noon to 1:00 p.m.) Mortgage Foreclosures, Mortgage Modifications, and Short Sales
April 15 (12:00 noon to 1:00 p.m.) Reverse Mortgages
May 20 (12:00 noon to 1:00 p.m.) Bankruptcy Law
June 17 (12:00 noon to 1:00 p.m.) The Year in Review: A “Grab Bag” of Your Questions
Questions
Please feel free to ask The Lakeshore Lawyer any legal questions that you may have about any of these subjects. My email address is thelakeshorelawyer@lakeshoreptv.com. I’ll try to get back to you all with answers but with the caveat that they must not be construed as legal advice unless and until the respective questioner becomes my client so that I can have a complete understanding of the matter at hand.
You mentioned Ed Slott, IRA expert, towards the end of the show today. His book, "Parlay your IRA into a Family Fortune", does discuss naming trusts as beneficiaries of 401K/IRA plans, including using a "look-through" or see-through trust, which can qualify the same as an individual beneficiary if it is set up correctly. His books are great source of info, even for a novice. He gives lots of examples so that you can relate to the topic he is discussing.
ReplyDelete