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Trusts: Briefings & eBooks Bundle

4 webcast programs + 3 value-added eBooks = core fluency

  • Product Number: 2240199RB2
  • CLE Credits, earn up to:
    9 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description

    Product Description

    Do you or your clients have questions about trusts? This curated bundle of 9 hours of fast-paced webcast programming paired with MCLE’s comprehensive e-publications, Understanding and Using Trusts, Drafting Wills and Trusts in Massachusetts, and Drafting Irrevocable Trusts in Massachusetts, gives you a solid foundation in trust law. Set your own schedule, expand your skill set, and advance your practice with confidence.

    Webcast Briefings

    Understanding & Using Trusts: MCLE BasicsPlus!®:

    – Basic Estate Planning: Probate v. non-probate property; Intervivos v. testamentary; Family issues, dispositive and non-tax aspects; Transfer tax v. income tax issues

    – Transfer Taxes: Gift tax, estate tax, and GST tax

    – Introduction to Trusts: What is a trust? Choice of trustee; Funded v. unfunded

    revocable trusts; Fiduciary responsibility and liability; Ethical issues

    – Marital Deduction Planning and Funding Trusts: Requirements for marital deduction; Administering a marital trust

    – Distributions from Trusts: Settlor’s intent; Determining beneficiaries; Mandatory v. discretionary

    – Charitable Trusts: Intervivos v. testamentary; Income and estate tax advantages; Splitting trusts at death

    – Alphabet Soup of Other Trusts: Brief description of GRATs, LATs, and IDGTs; Income and estate tax advantages and disadvantages

    – Medicaid Planning and Elder Law Issue Spotting

    How to Make Directed Trusts Work: Types of directed trusts in Massachusetts (review and discussion of G.L. c. 203E, § 808); New Hampshire (review and compare RSA § 564-B:7-711); Picking the right law for your directed trust and evaluating whether you can draft for RSA § 564-B:7-711 without being a New Hampshire trust

    When & How to Use Nominee Trusts in Estate Planning: What are nominee trusts? Why and how are nominee trusts utilized? Drafting nominee trusts; Title requirements for real estate transfers to a nominee trust; Trustee certificates; Traps for the unwary

    How to Terminate a Trust: Non-judicial options for terminating a trust;Petition to revoke non-charitable trust (G.L. c. 203E, § 411); Unanticipated circumstances (G.L. c. 203E, § 412); Uneconomic trust (G.L c. 203E, § 414); Reformation to correct mistakes (G.L. c. 203E, § 415); Petition to terminate; Protecting the trustee from future liability

    Unparalleled Expertise—Speakers & Authors

    • Top-notch Guidance—from the Best in the Practice

    • Practical Insight You Can Trust

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