CLE on Drafting a Living Trust: From Start to Finish

The National Business Institute is holding a video webcast entitled, Drafting a Living Trust: From Start to Finish, on Monday, July 29th, 2019, from 10:00 a.m. to 5:00 p.m. Central. Provided below is a description of the event.

Program Description
Practical Walkthrough of Trust Selection, Drafting, Funding and Taxation

Living trusts are one of the fundamental building blocks of estate planning. This legal course will take you through every step of the way in choosing, drafting and incorporating the trust into your client’s estate plan. Register today!

• Get an update on the latest laws governing trusts and estates.
• Simplify drafting with sample key trust provisions.
• Make certain the trusts you draft are tax-efficient.
• Anticipate and prevent trust disputes.

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants, trust officers, and paralegals.

Course Content

• Estate Transfer Laws: What You Need to Know Before Drafting Begins
• Revocable or Irrevocable Living Trust: Helping Clients Choose the Right Option
• How to Draft Revocable and Irrevocable Trusts – With Sample Documents
• Funding the Trust
• Coordinating the Trust With the Rest of the Estate Plan
• Taxation Essentials for Revocable and Irrevocable Living Trusts
• Living Trust Dispute Basics: Proactively Preparing on the Front End
• Ethical Considerations