2019 Trust & Estate Planning for Client Privacy in a Public World – The Missouribar

Originally presented on: December 10, 2019

Trust and estate clients frequently want nothing more than their privacy. They want their holdings and plans kept secret, even from their heirs.  Ensuring privacy is a multifaceted process that relies, in various parts, on substantive law but also on pragmatic steps.  Privacy also turns on whether the client wants to protect the nature and extent of certain classes of assets, controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death.  This program will provide you with a detailed guide to privacy in trust and estate planning.

• Utilizing revocable trusts – preventing disclosure of assets on death, facilitating anonymous ownership & ensuring plan secrecy
• Silent trusts as a method to limit disclosure to beneficiaries
• Titling of special assets including art, watercraft, firearms, and certain real estate
• Anonymity in charitable gift planning
• Financial planning privacy – investor privacy, lottery winner privacy, banking disclosure
• Medical privacy planning – HIPAA, insurance applications
• Securing third-party confidentiality through non-disclosure agreements
• Privacy at death – obituaries, last medical records, funeral arrangements

Speaker: Jeff Chadwick, Winstead, PC, Houston & The Woodlands, TX

Note: This program was originally produced as an audio seminar and is available on demand. This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias, or Kansas credit.