Wills, Trusts, Powers of Attorney and Medicaid Planning 101
Individuals without a plan in place for incapacity, death or nursing home care will often see their wishes unfulfilled and their assets at the mercy of creditors. You have the power to prevent this. This program will show you when and how to use different estate planning tools to accomplish your clients' goals. Build a solid foundation for a successful estate planning practice - register today!
Will, trust or both? Learn how to make the right choice for your client's unique situation.
Examine the different types of trusts and understand when and why they are used.
Discover how to protect clients' assets when planning for Medicaid and nursing home care.
This course is part of the Estate Planning & Trusts in Tennessee series.
TREY TALLY, CFTA, is a senior vice president at Diversified Trust where he acts as a member of the client service team with a focus on wealth strategies. He is a certified trust and financial advisor. Mr. Tally is a licensed attorney, and a member of the Tennessee Bar Association and the American Bankers Association. Mr. Tally earned his B.A. degree from Tulane University and his J.D. degree from the University of Tennessee College of Law. He is a graduate of the ABA National Trust School and an honors graduate of the ABA Graduate Trust Schools I and II.
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