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Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust

A complete understanding of these essential aspects of a trust

  • Product Number: 2190149RBC
  • CLE Credits, earn up to:
    5 substantive credits, 0 ethics credits CLE Credit Note
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Audio CD
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Made to order; please allow up to 2 weeks for delivery. No supporting materials included. $135.00; Sponsor Members $121.50; New Lawyers $101.25
Printed program materials
Printed Program Materials Add to Cart
362 pages in 1 volume. $105.00; Sponsor Members $94.50; New Lawyers $78.75
  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    Every estate planner knows that trusts are an essential and widely-used estate planning tool, but perfecting trusts demands an in-depth understanding of trusts to serve clients effectively. Jurisdiction shopping to best preserve assets; asset protection from creditors; and finally, the ability to recognize and fix a client’s broken trust are all essential tools for the estate planner’s toolbox.

    In Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust, our faculty experts guide you step-by-step through what you need to know to ensure your trusts are as effective as they can be. They analyze the latest updates and provide valuable advice on key, cutting edge issues. You leave with a better understanding of how to achieve your clients’ goals.

  • Agenda

    Agenda & Materials

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Chair

    Faculty

    Luke Bean, Esq., Rico, Murphy, Diamond LLP, Millis
    Robert P. Ford, Esq., Law Office of Robert P. Ford, North Andover
    Lisa M. Rico, Esq., Rico, Murphy, Diamond LLP, Millis
    Joblin C. Younger, Esq., Law Office of Joblin C. Younger, PC, Beverly
  • Pricing

    Fees

    • $220.50 - MCLE Sponsor Member
    • $183.75 - New Lawyer
    • $183.75 - Pending Admittee
    • $183.75 - Law Student
    • $183.75 - Paralegal
    • $245.00 - All Others

    Available FREE with an MCLE OnlinePass® subscription.

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