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Trusts, Estates & Probate

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Trusts From Start to Finish

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 7.2 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Jeffrey Meek
Glenn Nunes
Maureen Tobin
Peter Moustakis
Renee Gabbard
P. Glen Smith
With Jeffrey J. Meek from MendenFreiman LLP + 5 others

Mon, Jun 29, 00:00 AM – 00:00 PM

Product ID 101993

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Course Includes
$429

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Overview

Provide Your Clients with the Full Spectrum of Trust Options

When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. 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!

  • Learn what not to do when selecting and drafting a 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 trusts.
  • Save money on taxes with effective use of 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. Trust Overview: Legislative Update, Key Parties, Terms, and More
  2. The Trust Lifecycle: Procedures and Pitfalls
  3. Revocable Living Trusts: Drafting, Operation, and Termination
  4. Using Trusts to Reduce Taxes
  5. Grantor Trusts: Drafting, Operation, and Termination
  6. Special Needs Trusts in a Nutshell
  7. Ethical Considerations

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Related Topics

Product ID 101993

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 7.2 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
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Agenda

All times are shown in

  1. Trust Overview: Legislative Update, Key Parties, Terms, and More

    1. Current Rules and Regulations, Uniform Trust Code, and State Statutes
    2. Defining Key Trust Terms, Duties, and Powers: Trustees, Directing Parties, Protectors
    3. Liability of Trustees
    4. Clients' Planning Needs: The Whens and Whys of Using Different Trusts

  2. The Trust Lifecycle: Procedures and Pitfalls

    1. Creation and Viability
    2. Operation; Administration
    3. Modification and Termination

  3. Revocable Living Trusts: Drafting, Operation, and Termination

    1. Revocability Pros and Cons
    2. Drafting Tips and Applying Case Law : An Example of a Well-Designed Revocable Trust
    3. Tax Consequences
    4. Funding the Trust
    5. Common Mistakes to Avoid

  4. Using Trusts to Reduce Taxes

    1. Top Tax Uses of Trusts
    2. Planning for Estate Tax Marital Deduction, Portability, Estate and Income Taxes
    3. Charitable Trusts
    4. Drafting Tips and Example of a Well-Designed Trust Tax Provisions

  5. Grantor Trusts: Drafting, Operation, and Termination

    1. Applying Case Law
    2. Types of Grantor Trusts
    3. Drafting Tips
    4. Funding the Grantor Trust
    5. Taxation Considerations - When to File the Return?
    6. Administrative Power, Operation, Termination
    7. Example of a Well-Designed Trust

  6. Special Needs Trusts in a Nutshell

    1. Special Needs/Supplemental Needs Trust, Pooled Income Trust, Miller Trust
    2. Medicaid and Medicare Issues
    3. Establishment; Beneficiary Selection
    4. Funding
    5. Drafting Tips and Samples
    6. Operation, Distributions, Termination
    7. Example of a Well-Designed Trust
    8. ABLE Accounts

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

Speakers

Jeffrey J Meek
Jeffrey J.
Meek
MendenFreiman LLP
Glenn C Nunes
Glenn C.
Nunes
Glenn C. Nunes Attorney
Maureen C Tobin
Maureen C.
Tobin
Ostberg & Associates Financial Services and Insurance
Peter A Moustakis
Peter A.
Moustakis
Sowerby & Moustakis Law, PLLC
Renee M Gabbard
Renee M.
Gabbard
Procopio
P. Glen Smith
P. Glen
Smith
Lifescape Elder Care Law & Estate Planning, LLC
Speaker bio
Jeffrey J Meek

Jeffrey J. Meek

MendenFreiman LLP
Jeffrey Meek

is a partner in MendenFreiman 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 MendenFreiman 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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Speaker bio
Glenn C Nunes

Glenn C. Nunes

Glenn C. Nunes Attorney
Glenn Nunes

is a solo practitioner. He handles civil and probate matters in all phases of litigation. Mr. Nunes earned his B.A. degree from the University of California, Davis where he graduated with Highest Honors and Phi Beta Kappa and his J.D. degree from the University of Virginia School of Law. He is admitted to practice law in California.

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Speaker bio
Maureen C Tobin

Maureen C. Tobin

Ostberg & Associates Financial Services and Insurance
Maureen Tobin

, JD, MST, CLU, is tax and legal coordinator at Ostberg & Associates Financial Services and Insurance. She works with the firm's brokers to keep them up-to-date on a variety of tax and planning issues. Ms. Tobin also works on a consultative basis, with their clients' attorneys, accountants and other professional advisors to ensure that the client's existing estate, trust and business succession documents, and the client's financial plan compliment each other to meet the client's goals. She was a private practice attorney, where she focused her practice in the areas of estate and trust planning, taxation, business succession planning, probate, and Medicaid planning. Ms. Tobin has also been an advanced marketing attorney for several major life insurance companies. She is a chartered life underwriter by The American College of Financial Services in Bryn Mawr, Pennsylvania. Ms. Tobin has previously served as an adjunct professor for Isenberg School of Management at the University of Massachusetts Amherst and Our Lady of the Elms College, teaching several business law and paralegal courses. She is a past president of the Pioneer Valley Estate Planning Council. Ms. Tobin earned her B.A. degree from Smith College, her J.D. degree from Western New England University School of Law and her Master of Science degree in taxation from the University of Hartford's Barney School of Business.

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Speaker bio
Peter A Moustakis

Peter A. Moustakis

Sowerby & Moustakis Law, PLLC
Peter Moustakis

is founder and managing member of Sowerby & Moustakis Law, PLLC. He practices in the areas of elder law, estate planning, wills, trusts, Medicaid issues, small business law, LLC formation, and all matters related to firearms in trust administration. Mr. Moustakis served as an adjunct professor at Merrimack College. He has contributed to two family law publications, and written a book called Estate Planning and the Modern Family: Old School Meets New School. Mr. Moustakis is a member of the New Hampshire Bar Association and is president of the New Hampshire Chapter of NAELA (National Academy of Elder Law Attorneys). He is admitted to practice in New Hampshire and Massachusetts. Mr. Moustakis earned his bachelor's degree from the University of Massachusetts, Boston and his J.D. degree from New England Law, Boston.

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Speaker bio
Renee M Gabbard

Renee M. Gabbard

Procopio
Renee Gabbard

is a partner at Procopio, where her practice focuses on privately held businesses, high net worth clients, and charitable organizations. Her areas of practice include all aspects of income, capital gains, gift and estate tax planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, trust tax planning, and trust administration. She has been an adjunct professor at Chapman University School of Law and taught two full term law courses, namely, “Federal Gift and Estate Tax” and “Taxation of Business Organizations.” Ms. Gabbard was also an adjunct professor for the Masters in Taxation Program at Golden Gate University. Ms. Gabbard is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. She is also a member of the Trust and Estates Section of the State Bar of California. Ms. Gabbard earned her B.A. degree from the University of Southern California and her J.D. degree from New York University School of Law.

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Speaker bio
P. Glen Smith

P. Glen Smith

Lifescape Elder Care Law & Estate Planning, LLC
P. Glen Smith

is the founder and lawyer at Lifescape Elder Care Law & Estate Planning, LLC. He specializes in elder law, estate planning, special needs planning, mediation, and long-term care planning. Mr. Smith is a member of the National Academy of Elder Law Attorneys, Academy of Special Needs Planners and ElderCounsel. He is an accredited attorney by the Veterans Administration. Mr. Smith earned his MDiv degree from Nazarene Theological Seminary and his J.D. degree from University of Memphis-Cecil C. Humphreys School of Law.

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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.
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