MT Specific

Trusts, Estates & Probate

4.47

Trust or Bust: Understanding Revocable and Irrevocable Trusts in Montana

Credits Available
Credit Status Total
Montana CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
OnDemand
5 hours 56 minutes
Johanna Pickel
Danielle Shyne
With Johanna A. Pickel from Pickel Law PC + 1 other
Recorded December 02, 2025.
Product ID 100976

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Overview

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This comprehensive course delves into the intricacies of trusts in Montana, providing you with a solid foundation in trust law and practical applications. You'll gain a deep understanding of revocable and irrevocable trusts, their unique characteristics, and how they can be utilized to achieve your clients' estate planning goals. Whether you're an estate planning professional or simply interested in learning more about trusts, this course offers invaluable knowledge and guidance - register today!

  • Learn the basics of trust law.
  • Delve into revocable trusts.
  • Explore irrevocable trusts.
  • Compare the appropriate uses of irrevocable vs. revocable trusts.
  • Discover unique trust topics.
  • Examine practical trust techniques and tactics.

Abbreviated Agenda

  1. An Overview of Trusts in Montana
  2. Revocable Trusts: Montana-Specific Overview
  3. Irrevocable Trusts in Montana
  4. Comparing Revocable and Irrevocable Trusts in Montana
  5. Unique Trust Topics in Montana
  6. Practical Trust Techniques and Tactics in Montana

Related Topics

Product ID 100976

Credit Details

Credits Available
Credit Status Total
Montana CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. An Overview of Trusts in Montana

    1. An Overview of the Many Purposes of Trusts
    2. Unique Montana-Specific Laws and Regulations
    3. Real-World Examples and Tactics: Montana

  2. Revocable Trusts: Montana-Specific Overview

    1. Advantages of Revocable Trusts
    2. Disadvantages of Revocable Trusts
    3. Practical Considerations and Best Practices
      1. Estate Planning Strategies
      2. Asset Protection
      3. Medicaid Eligibility
      4. Probate Avoidance

  3. Irrevocable Trusts in Montana

    1. Advantages of Irrevocable Trusts
    2. Disadvantages of Irrevocable Trusts
    3. Practical Considerations and Best Practices
      1. Gift Tax Implications
      2. Medicaid Eligibility
      3. Asset Protection
      4. Probate Avoidance

  4. Comparing Revocable and Irrevocable Trusts in Montana

    1. Side-by-Side Comparison of Key Features
    2. When to Choose a Revocable Trust
    3. When to Choose an Irrevocable Trust
    4. Factors to Consider in Making the Decision of Revocable vs. Non-Revocable

  5. Unique Trust Topics in Montana

    1. Charitable Trusts
    2. Spendthrift Trusts
    3. Qualified Domestic Trusts (QDOTs)
    4. Dynasty Trusts

  6. Practical Trust Techniques and Tactics in Montana

    1. Drafting Effective Trust Documents in Montana
    2. Funding Trusts
    3. Managing Trust Assets
    4. Trust Administration
    5. Dispute Resolution

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

Johanna A Pickel
Johanna A.
Pickel
Pickel Law PC
Danielle M Shyne
Danielle M.
Shyne
Shyne Law Group
Speaker bio
Johanna A Pickel

Johanna A. Pickel

Pickel Law PC
Johanna Pickel

is an attorney at Pickel Law PC. Her practice focuses in the areas of estate planning, elder law, special needs planning probate, and estate and trust administration. Ms. Pickel is a member of the Special Needs Alliance (SNA) and the National Academy of Elder Law Attorneys (NAELA), past chair of the Elder Law Section of the State Bar of New Mexico, and past division chair of the Trust and Estate Division of the Real Property, Estate and Trust Section of the State Bar of New Mexico. She earned her undergraduate degree from the University of Montana and her Master of Arts degree in special education from New Mexico State University. Ms. Pickel earned her J.D. degree from the University of New Mexico School of Law and her LL.M. degree, in estate planning and elder law, from Western New England University School of Law.

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Speaker bio
Danielle M Shyne

Danielle M. Shyne

Shyne Law Group
Danielle Shyne

is the CEO and managing attorney of Shyne Law Group in Bozeman, Montana. Her practice focuses on elder law, estate planning, probate and trust administration, guardian and conservatorship, as well as special needs and disability planning. Prior to opening Shyne Law Group, Ms. Shyne worked for Montana Elder Law and clerked for the Honorable Chief Justice Mike McGrath and the Honorable Michael Wheat of the Montana Supreme Court. She is a member of the Montana State Bar, the Business, Estates, Trusts, Tax & Real Property Section of the Montana State Bar, the Gallatin County Bar Association, and the Washington State Bar. In 2022, Ms. Shyne was recognized as 'Gallatin's Greatest' and 'Gallatin's 20 under 40'. She graduated Magna Cum Laude from Gonzaga University School of Law and is admitted to practice in Montana and Washington.

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