Crafting and Drafting CRT’s with Wealth Replacement and Avoiding Liability
Bad estate/charitable planning results sometimes result in protracted litigation and very unhappy people, which can be disastrous events for public relations and economic reasons for those charitable organizations involved and the estate planners who did the work. This presentation will be a deep dive into Martin v. The Ohio State University Foundation, et al., a reported court decision involving the unfortunate aftermath of a failed charitable remainder unitrust/wealth replacement life insurance gift gone bad, in which the charitable beneficiary and several of the clients’ professional advisors were sued for fraudulent misrepresentation and negligent misrepresentation:
- The case and Paul’s presentation will highlight the lessons learned from this case, which involved a plaintiff recovery of in excess of $1,000,000 in a case that can happen to anyone!!!
- Paul will present best practices with a view toward avoiding these types of results in the future.
- Paul will employ his tripartite hermeneutic, or tool of analysis, which he maintains assists in minimizing or even eliminating these types of bad results in the future.
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to email@example.com
If you have any questions, please contact firstname.lastname@example.org
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129 for this webinar.