CT Specific

Trusts, Estates & Probate

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Connecticut Trusts 101

Credits Available
Credit Status Total
Connecticut CLE Approved 6.5 Total
New York CLE Approved 8 Total
CPE for Accountants/NASBA Approved 8 Total
Live Online
6 hours 40 minutes
Jean Rabinow
Gerard Wrynn
Leslie Levin
Kristina Kelly
With Jean Rabinow from McMillan & Rabinow + 3 others

Tue, Sep 08, 00:00 AM – 00:00 PM

Product ID 102117

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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 defective 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. Trusts Used for Tax Reduction
  4. Grantor Trusts
  5. Estate Planning for Individuals with Disabilities
  6. Ethical Considerations

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Related Topics

Product ID 102117

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6.5 Total
New York CLE Approved 8 Total
CPE for Accountants/NASBA Approved 8 Total
Select Jurisdiction
CLE
Other

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. Trusts Used for Tax Reduction

    1. Charitable Remainder Trusts
    2. Qualified Domestic Trusts
    3. Qualified Personal Residence Trusts (QPRTs)
    4. Defective Trusts
    5. Education Trusts for Children and Grandchildren
    6. Generation Skipping Trusts
    7. Funding the Trust

  4. 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

  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

Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Gerard M Wrynn
Gerard M.
Wrynn
Ferguson Cohen LLP
Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Kristina E Kelly
Kristina E.
Kelly
White and Williams LLP
Speaker bio
Jean Rabinow

Jean Rabinow

McMillan & Rabinow
Jean Rabinow

is a sole proprietor at McMillan & Rabinow, where she practices probate and elder law, and prepares wills and related documents. Ms. Rabinow earned her bachelor's degree from Knox College in Galesburg and her J.D. degree from Yale Law School. She is admitted to practice law in Connecticut.

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Speaker bio
Gerard M Wrynn

Gerard M. Wrynn

Ferguson Cohen LLP
Gerard Wrynn

is an attorney with Ferguson Cohen LLP. His practice areas include trusts and estates litigation, planning and administration, and real estate. Mr. Wrynn earned his B.S. degree at St. John's University and his J.D. degree at St. John's University School of Law. He is licensed to practice in Connecticut and New York. Mr. Wrynn is a member of the New York State Bar Association, Connecticut Bar Association, Westchester County Bar Association and the Queens County Bar Association.

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Speaker bio
Leslie E Levin

Leslie E. Levin

Hinman Howard & Kattell, LLP
Leslie Levin

is a partner at Hinman, Howard & Kattell, LLP and works out of the White Plains and New York City offices. She is a member of the wills, trusts and estates, elder law and guardianships and not-for-profit corporations and foundations practice groups. Ms. Levin practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, creation and termination of not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. As part of her practice, she works with litigators in developing strategy and offering expertise in the realm of trusts and estates litigation. Ms. Levin also serves as executor for client's estates and as a trustee for a number of trusts. She earned her B.A. degree, summa cum laude, high honors, from Brandeis University and her J.D. degree from the University of Pennsylvania Law School. Ms. Levin is admitted to practice in both New York and Connecticut.

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Speaker bio
Kristina E Kelly

Kristina E. Kelly

White and Williams LLP
Kristina Kelly

is a partner in the Trusts and Estates Practice at White and Williams LLP. She has over 20 years of experience and focuses her practice in the areas of estate planning, trust and estate administration, elder law and residential real estate. Ms. Kelly's approach to estate planning is comprehensive, including advising clients on estate tax avoidance strategies, legacy planning for younger generations, lifetime gifting, beneficiary designations, health care directives and powers of attorney. She earned her B.A. degree from Manhattanville College and her J.D. degree from Brooklyn Law School. Ms. Kelly is a member of the Board and the past president of the Rotary Club of Ridgefield, as well as the Western Connecticut Estate and Tax Planning Council. She is admitted to practice law in Connecticut and New York.

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