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OnDemand Webinar

Using Funeral Trusts in Estate Planning

This on-demand webinar will share why the funeral trust should be part of every estate plan and why you as the advisor should be offering this type of advance planning. You will also learn how you can increase your revenues by offering this type of planning. Remember, 93% of all seniors are without long-term care insurance and the funeral trust is Medicaid exempt, therefore protecting funeral funds. The funeral trust is also portable to any funeral home that provides the services and pays the funeral home within 48 hours. By viewing this on-demand webinar you will learn all the benefits of adding the funeral trust to your planning.

Learning Objectives:

  • You will be able to discuss why seniors prefer to have the funeral trust integrated with their financial and estate planning.
  • You will be able to review how financial advisors or attorneys can assist their clients with funeral trust planning.
  • You will be able to explain why the funeral trust is not subject to the Medicaid five year look back.
  • You will be able to discuss how to do a Medicaid spend down with the funeral trust.

Runtime: 83 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Why Seniors Prefer to Have the Funeral Trust Integrated With Their Financial and Estate Planning

How Financial Advisors or Attorneys Can Assist Their Clients With Funeral Trust Planning

If a Client Enters a Nursing Home - Learn How the Funeral Trust Is Medicaid Exempt

The Funeral Trust Is Great for Crisis Cases When Applying for Medicaid

Why the Funeral Trust Is Not Subject to the Medicaid Five Year Look Back

Learn How to Do a Medicaid Spend Down With the Funeral Trust

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on March 25, 2014.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Karl Dovnik, Jr.

Karl Dovnik, Jr.

Dovnik Law Office

  • Elder law attorney that has been practicing in Wisconsin since 1981
  • Practice is primarily estate planning with an emphasis on Medicaid and elder law
  • Member of the National Academy of Elder Law Attorneys and is a frequent speaker on Medicaid planning
  • Graduate, Marquette Law School
Michael K. O'Dell

Michael K. O'Dell

Delco Estate Planning

  • Handles national marketing of the funeral trust product
  • Was very instrumental in the development of this unique life product with the funeral trust
  • Has more than 30 years in marketing financial products for large life insurance companies
  • Attended University of Wisconsin and is a CFP
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 392252
Published 2014
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