NH Specific

Trusts, Estates & Probate

Trusts in New Hampshire From A to Z

Credits Available
Credit Status Total
New Hampshire CLE Approved 6.6 Total
OnDemand
6 hours 33 minutes
Fred Forman
Lisa Ura Bollinger
Sean La Roque-Doherty
Peter Moustakis
With Fred J. Forman from Forman Law Group, P.A. + 3 others
Recorded May 07, 2025
Product ID 100069

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Overview

The Ultimate Pros and Cons Guide to Top Wealth Planning Techniques

Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today!

  • Weigh all the pros and cons to select the best trust options for specific client situations.
  • Anticipate tax consequences of various trusts.
  • Use sample trust language our faculty provide to save drafting time and avoid mistakes.
  • Clarify the powers and duties of trustees in different trusts.
  • Compare living and testamentary trusts for straightforward estate planning.
  • Distinguish between accounting and taxable income and learn how trust income tax is reported.
  • Review common ethical missteps that can cost you your license - and how to avoid them.

Abbreviated Agenda

  1. What are Trusts? Main Trust Principles
  2. Simple Testamentary Trusts and Revocable Living Trusts
  3. Tax Reduction with Trusts
  4. Grantor Trusts
  5. Charitable Trusts
  6. Special Needs Trusts (SNTs)
  7. Legal Ethics

Related Topics

Product ID 100069

Credit Details

Credits Available
Credit Status Total
New Hampshire CLE Approved 6.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What are Trusts? Main Trust Principles

    1. Trust Terms, Concepts, and Definitions
    2. Key Parties in a Trust and Their Roles
    3. The Laws of Trust Creation and Administration (UTC, UPA, UPIA, etc.)
    4. Trust Revocability and its Implications
    5. Trust Funding Basics
    6. Creditor Rights in Regards to Trusts
    7. Does the Client Need a Trust?

  2. Simple Testamentary Trusts and Revocable Living Trusts

    1. When are Testamentary Trusts Used?
    2. Living vs. Testamentary Trusts for Tax Purposes
    3. Trust Funding Mistakes and Consequences
    4. Top Trust Administration Issues
    5. Sample Trust Language

  3. Tax Reduction with Trusts

    1. Current State and Federal Tax Regime
    2. Taxation of Trusts: Transfer and Income
    3. Accounting vs. Taxable Income
    4. Tax Consequences of Distributions
    5. Tax Implications of a Trust Becoming Irrevocable
    6. Accumulation Distribution for Some Complex Trusts
    7. Material Participation by Trusts
    8. Tax Consequences of Trusts in Estate Administration

  4. Grantor Trusts

    1. Types of Grantor Trusts and When They are Used
    2. Intentionally Defective Grantor Trusts
    3. Tax Planning, Requirements, and Consequences
    4. Trustee Powers and Duties
    5. Grantor Trust Status and Reporting
    6. Exceptions to the Rules
    7. Sample Trust Language

  5. Charitable Trusts

    1. When are Charitable Trusts Used?
    2. CRTs vs. CLTs
    3. Tax Planning, Requirements, and Consequences
    4. Trustee Powers and Duties and Administration Issues
    5. Exceptions to the Rules
    6. Charitable Planning in Smaller Estates
    7. Sample Trust Language

  6. Special Needs Trusts (SNTs)

    1. When are SNTs Used? (SNTs vs. ABLE Act Accounts)
    2. Types of SNTs
    3. Tax Consequences of SNTs
    4. Preserving Benefits Eligibility
    5. Trustee Powers and Duties (What Can the Distributions be Used for?)
    6. Sample Trust Language

  7. Legal Ethics

    1. Who Is Your Client? The Most Important Question in Trusts Practice
    2. Top Legal Malpractice Risks
    3. Testator Capacity Issues
    4. Dealing with Trust Beneficiaries
    5. Protecting Confidentiality
    6. Preventing Fiduciary Misconduct

Who Should Attend

This basic level online seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Speakers

Fred J Forman
Fred J.
Forman
Forman Law Group, P.A.
Lisa Ura Bollinger
Lisa
Ura Bollinger
Black, LaFrance & Bollinger, LLC
Sean P La Roque-Doherty
Sean P.
La Roque-Doherty
La Roque Law P.L.L.C.
Peter A Moustakis
Peter A.
Moustakis
Sowerby & Moustakis Law, PLLC
Speaker bio
Fred J Forman

Fred J. Forman

Forman Law Group, P.A.
Fred Forman

is a founding shareholder and director of Forman Law Group, P.A., with offices in New Hampshire, Maine and Massachusetts. Having drafted thousands of trusts, estate, and asset protection plans from basic to extremely complex, he is considered one of New England's most experienced estate planning, asset protection and elder law attorneys. Mr. Forman drafted some of the first Self-Settled Asset Protection Trusts in New Hampshire. He has authored a host of published articles, and has co-authored numerous books on estate, asset protection and elder law planning, used as reference material for lawyers, accountants, enrolled agents and financial advisors. Mr. Forman has repeatedly been a guest lecturer at the Maine State and New Hampshire bar associations; New Hampshire, Massachusetts and Maine Societies of Certified Public Accountants and Enrolled Agents; and The New Hampshire Municipal Association. He also advises cities and towns on the real estate tax implications of various estate planning devices. Mr. Forman has been engaged as an expert witness on estate, asset protection and elder law planning, and has testified as an expert witness on matters in these areas of law.

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Speaker bio
Lisa Ura Bollinger

Lisa Ura Bollinger

Black, LaFrance & Bollinger, LLC
Lisa Ura Bollinger

is a partner with Black, LaFrance & Bollinger, LLC, where she practices in the areas of divorce and family law, estate planning, general litigation, landlord representation in evictions and collection. She graduated from Notre Dame College and later from Franklin Pierce Law Center (now the University of New Hampshire School of Law.) Ms. Bollinger is admitted to practice in New Hampshire and the U.S. District Court (1st District NH).

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Speaker bio
Sean P La Roque-Doherty

Sean P. La Roque-Doherty

La Roque Law P.L.L.C.
Sean La Roque-Doherty

is a sole practitioner with La Roque Law P.L.L.C. in Rumney, New Hampshire. He helps individuals and organizations comply with laws, regulations, and industry standards governing information, data privacy, security, and tax. Mr. La Roque-Doherty creates and reviews data privacy agreements and advanced software licenses. He also provides tax preparation, representation, resolution, and consulting for individuals, estates, partnerships, and small businesses. Mr. La Roque-Doherty is licensed to practice law in California, New Hampshire, New York and the District of Columbia. He earned his Bachelor's, Master's and J.D. degrees from the University of California, Berkeley.

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Speaker bio
Peter A Moustakis

Peter A. Moustakis

Sowerby & Moustakis Law, PLLC
Peter Moustakis

is a founder and managing member of Sowerby & Moustakis Law, PLLC. He practices in the areas of elder law, estate planning, wills, trusts, Medicaid issues, small business law, LLC formation, and all matters related to firearms in trust administration. Mr. Moustakis is also an adjunct professor at Merrimack College. He has contributed to two family law publications, and written a book called Estate Planning and the Modern Family: Old School Meets New School. Mr. Moustakis is a member of the New Hampshire Bar Association and has a membership affiliation with NAELA (National Academy of Elder Law Attorneys). He is admitted to practice in New Hampshire and Massachusetts. Mr. Moustakis earned his bachelor's degree from the University of Massachusetts, Boston and his J.D. degree from New England Law, Boston.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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