Trusts, Estates & Probate

4.47

Types of Trusts and Their Uses

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 57 minutes
Johnnie James
Shawn Stogsdill
Stephen Diamond
Rachel Rose
With Johnnie J. James III from The Law Office of Johnnie James, PLLC + 3 others
Recorded December 18, 2025.
Product ID 101327

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Overview

Tailor Your Trusts to Clients' Needs and Goals

Creating a trust involves several critical provisions to ensure it accurately reflects the grantor's wishes and achieves its intended purpose. In this practical introduction, trust attorneys break down the key elements and tasks in trust drafting and administration. Ensure each trust fits specific client needs, goals, and circumstances. Register today!

  • Explore various trust structures and their distinct advantages.
  • Learn to analyze client needs and expertly match them with optimal trust solutions.
  • Draft robust trust provisions, ensuring clarity and seamless execution of grantor intentions.
  • Navigate the tax aspects of trusts to ensure effective and tax-efficient planning.
  • Ensure trusts remain effective after drafting and navigate common disputes.
  • Reinforce ethical obligations in trust drafting and adopt best practices in client representation.

Abbreviated Agenda

  1. Types of Trusts: Understanding Your Options
  2. Client Intake and Consultation: Tailoring Trusts to Unique Needs, Goals, and Circumstances
  3. Tax Implications of Trust Planning
  4. Core Trust Provisions
  5. Is the Trust Fulfilling Its Intended Goals? Post-Drafting Tasks and Adjustments
  6. Legal Ethics in Trust Drafting

Related Topics

Product ID 101327

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Types of Trusts: Understanding Your Options

    1. Governing Law and Parties to a Trust
    2. Jurisdiction Considerations
    3. Revocability
    4. First-Party vs. Third-Party
    5. Living vs. Testamentary
    6. Special Use Provisions

  2. Client Intake and Consultation: Tailoring Trusts to Unique Needs, Goals, and Circumstances

    1. Small, Simple Estates
    2. Business Interests and Single-Large-Asset Estates
    3. Large Estates and Complex Real Estate Holdings
    4. Blended Families
    5. Health Needs and Children With Disabilities
    6. Foreign Assets and Trust Parties

  3. Tax Implications of Trust Planning

    1. Current Tax Rates, Rules, and Forms
    2. Planning for Distributions
    3. Tax Implications of Sale and Transfer of Property
    4. Tax Reporting Requirements

  4. Core Trust Provisions

    1. Preamble and General Provisions
    2. Trustee(s) Selection, Duties, and Powers
    3. Guardianship of Minor Children
    4. Trust Assets Inventory and Management
    5. Distributions: Mandatory and Discretionary
    6. Duration and Termination Provisions
    7. Key Ancillary Clauses: Spendthrift, No-Contest, Contingency, Amendment, etc.

  5. Is the Trust Fulfilling Its Intended Goals? Post-Drafting Tasks and Adjustments

    1. Trust Funding, Asset Management, and Administration
    2. Common Trust Disputes: Prevention and Resolution
    3. Non-Judicial Settlements (NJSs)
    4. Amendment vs. Restatement: When and Why to Choose

  6. Legal Ethics in Trust Drafting

    1. Duty of Diligence in Trust Drafting
    2. Safeguarding Clients' Assets and Fiduciary Responsibilities
    3. Engagement Agreements and Scope of Representation
    4. Guarding Confidentiality

Who Should Attend

This course is designed for attorneys. It will also benefit accountants, tax professionals, trust officers, and paralegals.

Speakers

Johnnie J James III
Johnnie J.
James, III
The Law Office of Johnnie James, PLLC
Shawn L Stogsdill
Shawn L.
Stogsdill
Van Osdol, P.C.
Stephen E Diamond
Stephen E.
Diamond
Stephen E. Diamond LLC
Rachel V Rose
Rachel V.
Rose
Rachel V. Rose Attorney at Law, PLLC
Speaker bio
Johnnie J James III

Johnnie J. James, III

The Law Office of Johnnie James, PLLC
Johnnie James

is an attorney at The Law Office of Johnnie James, PLLC. He specializes in business, criminal defense, DUI law, copyright, estate planning, entertainment, intellectual property, legal consulting, personal injury, and trademark law. Within estate planning, Mr. James focuses on key elements such as wills, trusts, power of attorney, and beneficiary designations ensure assets are distributed according to your wishes while minimizing tax burdens. He earned his degree from The University of Oklahoma and his J.D. degree from Charlotte School of Law. Mr. James is admitted to practice law in Oklahoma and before the U.S. District Court, Northern District of Oklahoma.

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Speaker bio
Shawn L Stogsdill

Shawn L. Stogsdill

Van Osdol, P.C.
Shawn Stogsdill

is a partner with Van Osdol, P.C., where he focuses on corporate work, taxation, succession planning and real estate. He advises business clients on general governance issues, formation and choice of entity selection and represents them in acquisitions, sales and dissolutions. Mr. Stogsdill drafts contracts, leases, buy-sells, employment agreements and management agreements. In real estate matters, he negotiates and supervises real property transactions, along with drafting the necessary documents. Mr. Stogsdill is an adjunct professor of Constitutional Law at William Jewell College. He earned his B.A. degree from William Jewell College, attended both Cambridge and Oxford Universities, and earned his J.D. degree from the University of Kansas School of Law. Mr. Stogsdill followed this by earning his L.L.M. degree in taxation from the University of Missouri, Kansas City, School Of Law. He is a member of both the Kansas Bar Association and The Missouri Bar.

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Speaker bio
Stephen E Diamond

Stephen E. Diamond

Stephen E. Diamond LLC
Stephen Diamond

is a solo practitioner at Stephen E. Diamond LLC. In addition, he is general counsel at INF Associates, LLC, a turnkey energy solution firm. Mr. Diamond practices primarily in the areas of estate planning and administration, business formation and transactions, real estate, and elder law issues. He is past chairman of and current legal counsel to the Dutchess County Regional Chamber of Commerce, and Habitat for Humanity of Dutchess County. Mr. Diamond is a frequent lecturer on the topics of estate and retirement planning, and elder law issues. He is admitted to practice law in New York, Florida and Massachusetts. Mr. Diamond earned his J.D. degree from Pepperdine University and his LL.M. degree in taxation from the University of Florida. In 2023, he was awarded the Root Stimson Award awarded in recognition for outstanding commitment to community service and improvement of the justice system.

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Speaker bio
Rachel V Rose

Rachel V. Rose

Rachel V. Rose Attorney at Law, PLLC
Rachel Rose

, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.

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