How to Structure Revocable Living Trusts
Understand the trust structure, language, and administration considerations that best suit life’s changing scenarios
- Product Number: 2200230P01
-
CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
Add to Favorites List
Choose Date/Location:
-
Product Description
Product Description
A revocable living trust is typically the central document of an estate plan, so being able to counsel clients as to the best structure for their specific circumstances is an important skill. Clients look to their attorney for guidance on how best to implement their wishes with respect to the disposition of their property without creating an administrative mess.
This new program gives you the essential foundational knowledge and understanding that you need to effectively structure a revocable living trust for a variety of client scenarios. In addition to providing information on advising clients and drafting options, the expert panelists examine revocable living trusts from a trust administration standpoint to flag what works and what doesn’t work. Hone your craft at MCLE with expert guidance!
-
Agenda
Agenda & Materials
-
9:30 - 9:45 am
Overview of Massachusetts Estate Tax and Federal Estate, Gift and GST Tax Laws
on demand video Add to CartPamela L. Halter, Howland Capital Management, Inc , Boston
-
9:45 - 10:05 am
Overview of Basic Trust Terminology & Provisions While Grantor Is Living
on demand video Add to CartJames W. Murphy, Northeast Investment Management, Inc , Boston
-
10:15 - 10:35 am
Structure for Surviving Spouse—Credit Shelter Trust and Marital Trust
on demand video Add to Cart -
10:35 - 10:55 am
Structure for Children and More Remote Descendants—Creditor Protection Considerations
on demand video Add to CartPamela L. Halter, Howland Capital Management, Inc , Boston
-
10:55 - 11:00 am
Refreshment Break
-
11:00 - 11:15 am
Trustee Selection & Trustee Guidance v. Distribution Limitations/Restrictions
on demand video Add to CartJames W. Murphy, Northeast Investment Management, Inc , Boston
-
11:35 - 11:55 am
Retirement Benefit Provisions
on demand video Add to Cart -
11:55 - 12:10 pm
Miscellaneous Provisions Integral to Trust Administration
on demand video Add to CartPamela L. Halter, Howland Capital Management, Inc , Boston
-
12:10 - 12:25 pm
Trust Funding
on demand video Add to Cart -
12:25 - 12:30 pm
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