GA Specific

Trusts, Estates & Probate

Georgia Trusts Guide

Credits Available
Credit Status Total
Alabama CLE Approved 6 Total
Georgia CLE Approved 6 Total
OnDemand
5 hours 51 minutes
Shannan Collier Stalvey
Cameron Saunders
David McGuffey
With Shannan Collier Stalvey from The Law Office of Shannan S. Collier, P.C. + 2 others
Recorded December 17, 2025.
Product ID 100963

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Overview

Explore the Building Blocks of Estate Plans

This practical introduction to trusts will help you build a better understanding of how they're chosen, created, and used. Break down the different types of trusts, the trust language used in drafting and case law, key tax planning and reporting issues, and essential trust administration tasks. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Register today!

  • Master essential trust principles.
  • Explore top trusts currently in practice: their unique features, requirements, and uses.
  • Identify key revocable trust mistakes and get guidance for preventing problems.
  • Explore tax saving tactics tailored to unique client needs.
  • Get suggestions for the use of specific language in trusts.
  • Clarify the requirements for the formation of a special needs trust.
  • Come away with practical examples and trust language needed to put your new knowledge to use right away.

Abbreviated Agenda

  1. Introduction to Trusts: Main Terms, Concepts, Parties
  2. Special Needs Trusts (SNTs) Structures and Uses (With Sample Trust Language)
  3. Revocable Living Trusts
  4. Irrevocable Trusts: Essential Uses and Key Provisions
  5. Other Unique Trust Structures of Note
  6. Taxation and Tax Consequences of Trusts
  7. Trust Administration Basics
  8. Legal Ethics of the Trusts Practice

Related Topics

Product ID 100963

Credit Details

Credits Available
Credit Status Total
Alabama CLE Approved 6 Total
Georgia CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Introduction to Trusts: Main Terms, Concepts, Parties

    1. Main Terms and Concepts Defined
    2. State and Federal Laws Governing the Creation and Administration of Trusts
    3. State and Local Tax and Property Laws Affecting Trust Drafting
    4. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    5. Clarifying Reasons for Drafting a Trust
    6. Deciding Which Type of Trust to Use
    7. Top Trust Uses for Non-Taxable Estates

  2. Special Needs Trusts (SNTs) Structures and Uses (With Sample Trust Language)

    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Protecting Benefits Eligibility
    4. Drafting Tips and Sample Trust Provisions
    5. Maximizing Allowable Expenses

  3. Revocable Living Trusts

    1. Testamentary vs. Revocable Trusts (and Pourover Wills)
    2. Drafting Tips and Samples
    3. Common Mistakes to Avoid
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Tax Consequences and Planning
    6. When a Revocable Trust Becomes Irrevocable

  4. Irrevocable Trusts: Essential Uses and Key Provisions

    1. Unique Features of Irrevocable Trusts
    2. Trust Language Review
    3. Types of Irrevocable Trusts and Their Uses

  5. Other Unique Trust Structures of Note

    1. Charitable Trusts
    2. IRA Trusts After the SECURE Act
    3. Generation-Skipping/Dynasty Trusts
    4. Medicaid Qualifying Income-Only Trusts (Miller Trusts)
    5. Pet Trusts
    6. Cabin Trusts
    7. Irrevocable Life Insurance Trusts
    8. NFA Gun Trusts
    9. Incomplete Non-Grantor Trusts

  6. Taxation and Tax Consequences of Trusts

    1. State and Federal Tax Laws Update
    2. Tax Reporting: Accounting vs. Distributable vs. Taxable Income
    3. Fiduciary Tax Returns
    4. Tax Basis in the Assets
    5. Tax Consequences of Trustee Investment, Distributions, and Other Activity
    6. Trusts Used for Tax Reduction
    7. Marital Trusts After ATRA and TCJA
    8. Grantor Trusts and Grantor Trust Status Toggling
    9. Trusts in Estate Administration

  7. Trust Administration Basics

    1. Trust Funding and Trust Assets Management
    2. Laws Governing the Administration of Trusts
    3. Administration Expenses and Trustee Compensation
    4. Distributions and Accountings
    5. Trust Modification, Decanting, and Constructive Trusts
    6. Common Disputes

  8. Legal Ethics of the Trusts Practice

    1. Who is Your Client?
    2. Confidentiality in Third Party Communications
    3. Assessing the Client's Capacity
    4. Avoiding Fraudulent Transfers

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

Shannan Collier Stalvey
Shannan
Collier Stalvey
The Law Office of Shannan S. Collier, P.C.
Cameron H Saunders
Cameron H.
Saunders
Page, Scrantom, Sprouse, Tucker & Ford, P.C.
David L McGuffey
David L.
McGuffey
Elder Law Practice of David L. McGuffey, LLC
Speaker bio
Shannan Collier Stalvey

Shannan Collier Stalvey

The Law Office of Shannan S. Collier, P.C.
Shannan Collier Stalvey

is a principal at The Law Office of Shannan S. Collier, P.C. in Atlanta, where her practice is primarily in the areas of tax and estate planning, and business and franchise law. Ms. Stalvey is a member of The Florida Bar and the State Bar of Georgia, and maintains clientele in both states. She is also a tax section member. Ms. Stalvey earned her B.B.A. degree from the University of North Florida in Jacksonville. She attended Cumberland School of Law, where she simultaneously earned her J.D. and M.B.A. degrees; and Emory University School of Law, where she earned her Master of Laws in taxation.

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Speaker bio
Cameron H Saunders

Cameron H. Saunders

Page, Scrantom, Sprouse, Tucker & Ford, P.C.
Cameron Saunders

is an attorney at Page, Scrantom, Sprouse, Tucker & Ford, P.C. He is licensed in Alabama and Georgia to practice law, and focuses his practice in estate and trust planning and administration, probate matters, and nonprofit/tax exempt organizations. Mr. Saunders assists individuals and families preserve and transfer wealth to their loved ones and charitable organizations by crafting and implementing a variety of estate planning techniques, including the routine preparation of wills, powers of attorney, advance health care directives, and revocable and irrevocable trusts. He also assists individual and corporate administrators, executors, and trustees with estate, probate, and trust administrations. Such strategies focus on advising individuals and families with regards to estate planning, income, estate, gift, and generation-skipping tax issues, and tax savings and minimizing strategies. Mr. Saunders has helped blended families, non-married couples, and others configure optimum estate planning options. He advises family businesses about succession planning and other entrepreneurs in entity formation matters. Mr. Sanders' practice also involves representing beneficiaries of estates and trusts. He frequently supports a family's team of accountants, financial planners, insurance agents, and other financial advisors in the preparation of estate plans, and filing of gift tax returns, estate tax returns, and fiduciary income tax returns. He also routinely receives guardian ad litem appointments from local courts. Mr. Saunders often works closely with nonprofit and tax-exempt organizations, from counseling donors in achieving charitable planning and giving goals to helping numerous entities and organizations of all sizes and budgets obtain and maintain federal tax exemption as well as routinely guiding these nonprofit and other tax-exempt organizations with incorporating or designing effective policies. He earned his B.B.A. degree from University of Georgia and his J.D. degree, cum laude, from Mercer University, Walter F. George School of Law.

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Speaker bio
David L McGuffey

David L. McGuffey

Elder Law Practice of David L. McGuffey, LLC
David McGuffey

is in private practice with the Elder Law Practice of David L. McGuffey, LLC located in Dalton, Georgia. He limits his practice to elder law and special needs law. Much of Mr. McGuffey's practice is devoted to helping individuals with chronic health conditions, and to find, get and pay for good long-term care. He is certified as an elder law attorney by the National Elder Law Foundation. In 2021, Mr. McGuffey launched the educational website EzElderLaw.com. As of now, EzElderLaw has more than 1,000 pages of information available to its readers with more coming almost every day. He earned his B.A. and J.D. degrees from Georgia State University. Mr. McGuffey is a member of the National Academy of Elder Law Attorneys and various local bar associations. He is a past chair of the State Bar of Georgia's Elder Law section and the Tennessee Bar Association's Elder Law Section.

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