How to Structure Revocable Living Trusts
Understand the trust structure, language, and administration considerations that best suit life’s changing scenarios
- Product Number: 2250196WAU
- Publication Date: 5/14/2025
- Length: 3 hours CLE Credit Note
- Copyright: © 2025 MCLE, Inc.
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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 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 experienced 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!
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Agenda
Agenda & Materials
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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, SCS Financial Services , Boston
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9:45 - 10:05 am
Overview of Basic Trust Terminology
on demand video Add to CartJames W. Murphy, Esq., Northeast Investment Management, Inc , Boston
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10:05 - 10:15 am
Revocable Living Trust: Provisions While Grantor Is Living
on demand video Add to CartJames W. Murphy, Esq., Northeast Investment Management, Inc , Boston
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10:15 - 10:35 am
Revocable Living Trusts: Structure for Surviving Spouse—Credit Shelter Trust and Marital Trust
on demand video Add to Cart -
10:35 - 10:55 am
Revocable Living Trusts: Structure for Children and More Remote Descendants—Creditor Protection Considerations
on demand video Add to CartPamela L. Halter, SCS Financial Services , Boston
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10:55 - 11:00 am
Break
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11:00 - 11:15 am
Revocable Living Trusts: Trustee Selection
on demand video Add to CartJames W. Murphy, Esq., Northeast Investment Management, Inc , Boston
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11:15 - 11:35 am
Revocable Living Trusts: Trustee Guidance v. Distribution Limitations/Restrictions
on demand video Add to CartJames W. Murphy, Esq., Northeast Investment Management, Inc , Boston
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11:35 - 11:55 am
Revocable Living Trusts: Retirement Benefit Provisions
on demand video Add to Cart -
11:55 - 12:10 pm
Revocable Living Trusts: Miscellaneous Provisions Integral to Trust Administration
on demand video Add to CartPamela L. Halter, SCS Financial Services , Boston
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12:10 - 12:25 pm
Revocable Living Trusts: Trust Funding
on demand video Add to Cart -
12:25 - 12:30 pm
Please Note
MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.
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