When Reporting on your SC Commission Compliance Report, please use this code: 180611ADT

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About the Teleseminar    

In a world where every seemingly private and personal bit of information can be breached and publicly disclosed and used, trust and estate clients frequently want nothing more than their privacy. They want their plans and their holdings kept secret and hidden from disclosure to the public or even heirs.  Ensuring this privacy is a multifaceted process that relies, in various parts, on substantive law but also on pragmatic steps outside of traditional law practice.  Privacy also turns on whether the client wants to protect the nature and event of certain classes of assets, certain 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 highly detailed guide to the possibilities for, and the limitations of, 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
  • Dealing with the public courts

About the Speaker

Jeff Chadwick is an attorney in the Houston and The Woodlands, Texas offices of Winstead, P.C, where his practice focuses on sophisticated trust and estate planning for closely held business owners, business executives, and other high net worth individuals and families. He provides practical advice on wealth transfer planning, business formation and structuring, asset protection planning, planned charitable giving, trust modifications, pre- and post-marital planning, and the administration of trusts and estates. He a frequent speaker at tax and estate planning seminars around the country and has authored numerous articles appearing in estate planning publications and law reviews. Before entering private practice, he served as a judicial clerk to Judge Henry E. Hudson of the U.S. District Court for the Eastern District of Virginia.  Mr. Chadwick earned his B.S., magna cum laude, from Baylor University and his J.D., summa cum laude, from the University of Richmond School of Law.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour

(Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs.  Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period.   For FAQ’s please click here.