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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
Episodes
Thursday May 28, 2020
Thursday May 28, 2020
Jimmy and guest Mike Abel of Abel Law Group discuss all things related to substance abuse clauses found in trust documents.
Substance abuse clauses can even include alcohol. Learn how few drinks can allow a doctor to legally claim that someone has a drinking problem.
The motivation behind substance abuse clauses is usually well-intentioned but they can easily be used to compromise beneficiary rights.
Don’t let your good intentions be used against you and your loved ones.
Host Information
- Jimmy Sexton - Host
- Mike Abel - Guest
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