CLE on Trusts

The National Business Institute is sponsoring a 7-hour video webcast on August 30, 2010 entitled Trusts 101. Program information is below:

When assessing complex information it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive legal primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!

This is a re-broadcast of the original webcast delivered by Mr. Andrew W. Heinz, Mr. Jesse D. Rodman and Mr. Harold E. Snow Jr. on May 25, 2010. They will be available to answer your questions via email after the program.

• Determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust.
• Learn how to choose the most beneficial vehicle for preserving your client’s wealth: understand the purpose behind the various types of irrevocable trusts.
• Save money on taxes with effective use of defective trusts.
• Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes.
• Walk through the special tax considerations for 2010 for grantor trusts.