GA Specific

Trusts, Estates & Probate

4.55

Georgia Trusts 101

Credits Available
Credit Status Total
Georgia CLE Approved 6.5 Total
Tennessee CLE Approved 6.67 Total
OnDemand
6 hours 34 minutes
Adela Iturregui
David McGuffey
Thua Barlay
Cherish De La Cruz
Jeffrey Meek
With Adela T. Iturregui from ABC Estate and Legacy Planning + 4 others
Recorded March 03, 2026.
Product ID 101483

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Overview

Provide your clients with the full spectrum of wealth preservation options.

When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!

  • Determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust.
  • Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes.
  • Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of irrevocable trusts.
  • Explore the powers and duties of personal representatives in irrevocable trusts.
  • Save money on taxes with effective use of irrevocable trusts.
  • Learn why it's important to know when to file the tax return for grantor trusts.
  • Determine whether a client qualifies as a beneficiary of a special needs trust.
  • Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

Abbreviated Agenda

  1. Where to Begin? - An Overview of Trusts
  2. Revocable Living Trusts
  3. Grantor Trusts
  4. Using Irrevocable Trusts to Mitigate Taxes
  5. Estate Planning for Individuals with Disabilities
  6. Ethical Considerations
Product ID 101483

Credit Details

Credits Available
Credit Status Total
Georgia CLE Approved 6.5 Total
Tennessee CLE Approved 6.67 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Where to Begin? - An Overview of Trusts

    1. Main Terms Defined
    2. Major Laws Governing Creation and Administration of Trusts
    3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    4. Revocable vs. Irrevocable
    5. Determining Your Client's Planning Needs
    6. Reasons for Drafting a Trust
    7. Deciding Which Type of Trust to Use
  2. Revocable Living Trusts

    1. Traditional Estate Planning vs. Revocable Trust Planning
    2. Credit Shelter Trusts
    3. Marital Deduction Trusts
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Funding the Trust
    6. Drafting Tips and Samples
    7. Common Mistakes to Avoid
    8. Tax Consequences
  3. Grantor Trusts

    1. What Grantor Trusts are Used for
    2. Types of Grantor Trusts
    3. Provisions Triggering Grantor Trust Status
    4. Funding the Grantor Trust - Who Is the Grantor?
    5. Drafting Tips and Samples
    6. Taxation Considerations - When to File the Return?
    7. Administrative Power
  4. Using Irrevocable Trusts to Mitigate Taxes

    1. Estate, Gift, and GST Tax Planning With Grantor Trusts (QDOTs, Dynastic GST Trusts, etc.)
    2. Controlling Income Tax With Charitable and Non-Grantor Trusts
  5. Estate Planning for Individuals with Disabilities

    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Drafting Tips and Samples
  6. Ethical Considerations

    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, administering, and terminating trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Financial Planners
  • Tax Professionals
  • Paralegals

Speakers

Adela T Iturregui
Adela T.
Iturregui
ABC Estate and Legacy Planning
David L McGuffey
David L.
McGuffey
Elder Law Practice of David L. McGuffey, LLC
Thua G Barlay
Thua G.
Barlay
Lueder, Larkin & Hunter, LLC
Cherish De La Cruz
Cherish
De La Cruz
Pierson Ferdinand
Jeffrey J Meek
Jeffrey J.
Meek
MendenFreiman LLP
Speaker bio
Adela T Iturregui

Adela T. Iturregui

ABC Estate and Legacy Planning
Adela Iturregui

is an estate planning and business attorney at her firm, ABC Estate and Legacy Planning. Her extensive litigation background allows her to properly draft documents specifically tailored to avoid the pitfalls and ambiguities that lead to expensive and unnecessary litigation. Ms. Iturregui earned her B.S. degree from UMass and her J.D. degree from Boston College Law School. She is admitted to practice law in Georgia, California and Florida.

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.

Speaker bio
Thua G Barlay

Thua G. Barlay

Lueder, Larkin & Hunter, LLC
Thua Barlay

is a partner and co-manages Lueder, Larkin & Hunter, LLC's estate planning and probate practice and manages the operations and affairs of the firm's Conyers and Covington offices. He earned his B.S. degree from Purdue University School of Engineering & Technology, his M.B.A. degree from Indiana University Kelley School of Business and his J.D. degree from Indiana University Robert H. McKinney School of Law. Mr. Barlay is a member of the State Bar of Georgia, Georgia Real Estate Closing Attorneys Association, Real Property Law Section of the Georgia Bar, Fiduciary Law Section of the Georgia Bar, Rockdale County Bar Association, East Metro Board of Realtors, WealthCounsel, and Conyers-Rockdale Chamber of Commerce. He is admitted to practice law in Georgia.

Speaker bio
Cherish De La Cruz

Cherish De La Cruz

Pierson Ferdinand
Cherish De La Cruz

is a partner with Pierson Ferdinand in the firms estate planning and probate department. She designed her practice to include both estate planning, probate and small business law because she understands how much overlap there is in these areas, especially for first- and second-generation American families. Ms. De La Cruz was initially inspired to pursue estate planning in 2013 after losing her aunt to appendix cancer. While taking care of her aunt's affairs, she realized first-hand the stress and hardship that is created when a loved one passes away and they do not have a comprehensive and customized plan. It is even more complicated when they are a small business owner. Today, this personal perspective and her extensive background in investments and life insurance, guides her firm's estate planning process. Leadership in the community is also a key value of hers. That is why Ms. De La Cruz is actively involved in several non-profit organizations; recently graduating from the Catholic Charities Atlanta Leadership Class, serving as past president of the Georgia Asian Pacific American Bar Association, founding board member of the Exit Planning Exchange Atlanta (2019-2020), Leadership Gwinnett Class of 2019, chair of Elder Law Section of the Atlanta Bar Association (2019-2020), and Mosaic Georgia. She dedicates her time to serving and educating small businesses, families, and the larger community about the estate and business planning process so that her wonderful clients can truly take charge of their life and legacy, knowing that they have done everything in their power to protect their loved ones.

Speaker bio
Jeffrey J Meek

Jeffrey J. Meek

MendenFreiman LLP
Jeffrey Meek

is a partner in Menden Freiman LLP's business law, tax planning, and estate planning practice areas. Mr. Meek provides comprehensive legal counsel on business, tax, and estate planning matters to high-net-worth individuals and families, as well as privately held businesses. He has represented businesses and business owners with the design and implementation of comprehensive business plans that integrate succession, tax minimization, and asset protection techniques. Throughout his career, Mr. Meek has worked on numerous high-net-worth, developing comprehensive estate, tax, wealth transfer, and business succession plans and managing formation and implementation processes for defective grantor trusts and other forms of dynastic trusts, estate freeze transactions, and charitable trusts and foundations. Before joining Menden Freiman in 2015, he was previously a senior associate attorney at Sanders Legal Group LLC, and Counsel at Avgroup, Inc. Mr. Meek earned his LL.M. in taxation from University of Alabama School of Law and his J.D. degree from Georgia State University College of Law. He is admitted to practice in Georgia and North Carolina. Mr. Meek has been recognized by Attorney at Law Magazine, Georgia Super Lawyers, Best Lawyers(trust and estates), and GaBiz Magazine. He is a chartered trust and estate planner, and an Accredited Estate Planner®. Mr. Meek currently serves as the president of the Georgia Planning Giving Council, and the Chair of the Estate Planning Committee of the Fiduciary Law Section of the State Bar of Georgia.

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