CLE on Drafting and Executing Trusts

The National Business Institute is sponsoring a 90-minute live video webcast on June 1 entitled The Mechanics of Drafting and Executing Trusts. The program description is below:

Maximize the Power of the Trusts’ Provisions and Avoid Common Mistakes

When it comes to structuring the trust, there is a myriad of details you must remember and assemble in order for it to work properly. This course will help you develop a system of drafting that will account for all the potential pitfalls and changes. Improve your trust drafting technique with tried-and-true methods from our experiences attorney faculty. Register today!

• Examine key factors in funding the trust to offer the grantor as much access to the funds as possible without breaking the “arm’s length” rule.
• Outline the duties and powers of the trustee(s) and make the best use of trust protectors.
• Build in the flexibility to enable the trust to survive potential changes in family dynamics, financial stability and beneficiary needs.

2 ways to attend!

Series – This course is part 3 of a 4-part series on Fundamentals of Trust Drafting. Click here for more information or to register for the entire series for only $599 (a savings of $317), please call us at 1.800.930.6182. Missed the first sessions? Call for a recording and catch up!

Part 1: Essential Knowledge for Working with Trusts

Part 2: Types of Trusts: Their Goals and Functions

Part 4: Successfully Navigating the Tax Aspects of Trusts

Stand Alone – This course was created to be as valuable individually as it is in the series. You do not need to purchase the entire series to benefit from the information presented. Register for the individual course for $229.