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Trusts, Estates & Probate

4.55

Drafting a Simple Revocable Living Trust (With Bonus Special Use Clauses)

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 45 minutes
Mallory Kallabat
Eraka Childs
Okyeame Haley
Monte Schatz
With Mallory A. Kallabat from Clark Hill + 3 others
Recorded July 10, 2025
Product ID 100499

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Overview

Your Step-by-Step Guide With Seasoned Trust Attorneys' Advice

This comprehensive course equips you with the knowledge and practical skills to draft revocable living trusts. Through a step-by-step approach, you'll gain a thorough understanding of the essential elements, explore special use clauses, and leverage sample language to streamline the drafting process. Build your skills - register today!

  • Structure client intake to ensure no critical information falls through the cracks.
  • Lay out trustee duties to ensure proper trust management and beneficiary care.
  • Examine critical trust provisions, clause by clause, and learn to tailor them to specific cases.
  • Explore special use clauses like pet care, special needs, and more.
  • Gain trust review techniques that minimize errors and ensure timely updates.

Abbreviated Agenda

  1. Client Consultation, Information Gathering, Asset Inventory (With Sample Intake Documents and Inventory Template)
  2. Drafting the Trust document: Key Provisions (Sample Trust Review)
  3. Special Clauses (With Sample Trust Language)
  4. Trust Review and Refinement (With a Trust Review Checklist)
  5. Post-Drafting Tasks
  6. Legal Ethics of Trust Drafting

Related Topics

Product ID 100499

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Client Consultation, Information Gathering, Asset Inventory (With Sample Intake Documents and Inventory Template)

  2. Drafting the Trust document: Key Provisions (Sample Trust Review)

    1. Grantor Designation
    2. Transfer of Assets to the Trust
    3. Designation of Trustees, Co-Trustees, and Successor Trustees
    4. Asset Management and Distribution Provisions
    5. Beneficiary Provisions and Contingency Plans for Beneficiary Predecease
    6. Trustee Powers and Duties
    7. Revocation Clause

  3. Special Clauses (With Sample Trust Language)

    1. Spendthrift
    2. Education
    3. Special Needs
    4. No-Contest Clause
    5. Advance Directives and Durable Power of Attorney
    6. Pourover Provision

  4. Trust Review and Refinement (With a Trust Review Checklist)

  5. Post-Drafting Tasks

    1. Execution and Funding of the Trust
    2. Annual Reviews
    3. Updating the Plan to Reflect Life Events and Changes in the Law
    4. Educating the Client on the Trust's Existence and Its Provisions
    5. Advising Trustees on Trust Administration

  6. Legal Ethics of Trust Drafting

    1. Requested Disclosures: Complete Document or Redacted?
    2. Fiduciary Liability
    3. Attorney Fees and Scope of Representation
    4. Representing Spouses

Who Should Attend

This legal course is designed for attorneys. Accountants, trustees, and paralegals will also benefit.

Speakers

Mallory A Kallabat
Mallory A.
Kallabat
Clark Hill
Eraka L Childs
Eraka L.
Childs
The Childs Legacy Law Firm P.C.
Okyeame Haley
Okyeame
Haley
Haley Law Practice L.L.C.
Monte Schatz
Monte
Schatz
Lamson Dugan & Murray LLP
Speaker bio
Mallory A Kallabat

Mallory A. Kallabat

Clark Hill
Mallory Kallabat

is a senior attorney with Clark Hill providing personal legal services to individual and corporate clients in the areas of estate planning, tax and business planning, as well as probate and trust administration. In addition to estate planning and probate matters, Ms. Kallabat also assists entities and individuals with their business planning needs. Developing a tax or succession plan is within the matters on which she can assist. Her corporate clientele also includes those in the emerging cannabis industry, with whom she collaborates to structure their proposed marijuana businesses, as well as apply for facility licenses with municipalities and the Michigan Cannabis Regulatory Agency. She earned her B.A. degree from Wayne State University and her J.D. degree from Wayne State University Law School. Ms. Kallabat is a board member with The Community House Foundation and the Detroit Executives Association. She is admitted to practice in Michigan.

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Speaker bio
Eraka L Childs

Eraka L. Childs

The Childs Legacy Law Firm P.C.
Eraka Childs

is a business, estate planning, probate, guardianship and family law attorney at The Childs Legacy Law Firm P.C. As an experienced trial attorney, her practice emphasizes helping people to build, preserve and pass on their wealth. Ms. Childs has more than 20 years of experience advising business owners regarding their human resources practices and other business matters. She works with her clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes. Ms. Childs earned her B.A. degree from Southwestern University and her J.D. degree from South Texas College of Law Houston. She is licensed to practice law in Texas.

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Speaker bio
Okyeame Haley

Okyeame Haley

Haley Law Practice L.L.C.
Okyeame Haley

is an attorney with his own private practice, Haley Law Practice L.L.C. He practices in the areas of trust and estate planning, and business formation. Mr. Haley is a member of the Louisiana State Bar Association, ElderCounsel, and WealthCounsel. He earned his bachelor's degree in finance from Xavier University of Louisiana, his J.D. degree from Howard University School of Law and his LL.M. degree from Washington University School of Law. Mr. Haley was chief deputy clerk for the Louisiana Supreme Court, research attorney on the U.S. House of Representatives Banking and Finance Committee, and a law clerk for Orleans Parish Civil District Court Judge Angelique Reed. He is also a retired law clerk for Louisiana Supreme Court Chief Justice Bernette Joshua Johnson. Mr. Haley is licensed to practice law in Louisiana and recently completed the Goldman Sachs 10,000 Small Business Entrepreneurship program.

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Speaker bio
Monte Schatz

Monte Schatz

Lamson Dugan & Murray LLP
Monte Schatz

is an attorney at Lamson Dugan & Murray LLP, offering clients a wealth of experience in practice areas vital to business and finance. His practice concentrates on trust administration, probate, estate planning, tax, securities, and corporate law. Mr. Schatz's scope of expertise includes federal and state tax planning and tax issues as well as federal and state regulatory compliance. He earned his J.D. degree from the University of South Dakota in Vermillion, South Dakota. In addition, he received his Master of Taxation from the University of Tulsa and his B.A. degree, with high honors, from South Dakota State University in Brookings, South Dakota. Additionally, Mr. Schatz has passed the Series 7 General Securities Exam, the Series 66 Uniform Combined State Law Exam, and the Nebraska Life and Health Exam. He is a member of the Nebraska State, Iowa State, Omaha and American bar associations; State Bar of South Dakota; Omaha Estate Planning Council (past president); and the Omaha Chapter of Society of Financial Service Professionals.

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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.
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