Trusts, Estates & Probate

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Drafting a Simple Trust (With Bonus Clauses)

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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education 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
Live Online
6 hours
Melissa Wu
Laurence Osborn
Aaron Price
Lori Harshbarger
Virginia Ralls
With Melissa A. Wu from Law Office of Melissa Wu, LLC + 4 others

Thu, Sep 10, 00:00 AM – 00:00 PM

Product ID 102307

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Course Includes
$429

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Overview

Go From First Draft to Confident Practitioner in One Course

This course gives you everything you need to draft a complete, legally sound trust from scratch - even with no prior experience. Using an annotated sample trust and ready-to-use clause library, participants will work through every key provision, from trustee succession to spendthrift and special needs clauses. The course also covers post-execution funding, client education, and the ethical pitfalls unique to estate planning. Leave with a reusable intake form, asset inventory template, and trust review checklist ready to use on your next matter. Register today!

  • Build a complete, accurate client picture before a single provision is written.
  • Draft each provision with purpose, precision, and the consequences in mind.
  • Prepare to address clients' specific needs with spendthrift, special needs, and other unique clauses.
  • Identify trust defects and inconsistencies before they reach execution.
  • Master the post-execution steps most new drafters overlook.
  • Spot conflicts and liability traps before they find you.

Abbreviated Agenda

  1. Client Consultation and Goal Setting
  2. Asset Inventory: Identifying and Categorizing Assets
  3. Drafting the Trust Document: Core Trust Provisions (With Sample Language)
  4. Special Clauses (With Sample Trust Language)
  5. Review and Refinement (With a Trust Review Checklist)
  6. AI-Powered Refinements to Trust Drafting Workflow
  7. Post-Drafting Tasks
  8. Legal Ethics of Trust Drafting

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Pre-Order the OnDemand

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Related Topics

Product ID 102307

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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education 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
Other

Agenda

All times are shown in

  1. Client Consultation and Goal Setting

    1. Pre-Consultation Preparation
    2. The Initial Consultation: Goals, Family Dynamics, Red Flags
    3. Choosing the Right Trust Structure for the Client's Situation

  2. Asset Inventory: Identifying and Categorizing Assets

    1. Probate vs. Non-Probate, Titled vs. Untitled
    2. Assets Requiring Special Handling (Real Property, IRAs, Business Interests, Crypto, etc.)
    3. Potential Tax Implications
    4. Preparing the Drafting Checklist From Intake Data

  3. Drafting the Trust Document: Core Trust Provisions (With Sample Language)

    1. Grantor Designation
    2. Trustee Structure: Initial, Co-Trustees, Successor, Vacancy
    3. Trustee Powers and Duties
    4. Drafting for Corporate Trustees
    5. Assets Transfer: Language of Conveyance, Scheduling Assets
    6. Distribution and Asset Management
    7. Beneficiary Clauses, Survivorship, and Contingency Plans for Predecease
    8. Revocation and Amendment

  4. Special Clauses (With Sample Trust Language)

    1. Spendthrift
    2. Education
    3. Special Needs
    4. No-Contest (In Terrorem)
    5. Advance Directives and Durable Power of Attorney
    6. Pour-Over Will

  5. Review and Refinement (With a Trust Review Checklist)

    1. Internal Consistency
    2. Legal Sufficiency
    3. Client Review Process
    4. Final Checklist Sign-off Before Execution

  6. AI-Powered Refinements to Trust Drafting Workflow

  7. Post-Drafting Tasks

    1. Execution: Required Formalities
    2. Funding of the Trust
    3. Client Education
    4. Trustee Onboarding
    5. Ongoing Plan Maintenance

  8. Legal Ethics of Trust Drafting

    1. Scope of Representation
    2. Representing Spouses and Joint Clients
    3. Undue Influence and Capacity Issues
    4. Fiduciary and Malpractice Exposure
    5. Document Disclosure Obligations

Who Should Attend

This legal course is designed for attorneys. Accountants, trustees, and paralegals will also benefit.

Speakers

Melissa A Wu
Melissa A.
Wu
Law Office of Melissa Wu, LLC
Laurence C Osborn
Laurence C.
Osborn
Keystone Law Group, P.C.
Aaron E Price Sr.
Aaron E.
Price, Sr.
Law Offices of Aaron E. Price, Sr., PLLC
Lori Harshbarger
Lori
Harshbarger
Harshbarger Law Firm
Virginia C Ralls
Virginia C.
Ralls
Chase & Ralls, PLC
Speaker bio
Melissa A Wu

Melissa A. Wu

Law Office of Melissa Wu, LLC
Melissa Wu

is of counsel at the Law Office of Melissa Wu, LLC. In her guardianship practice, she represents a diverse group of clients in adult guardianship matters. Ms. Wu consistently achieves favorable results for clients, including compelling the guardianship petitioner to withdraw the petition, and convincing the court that a power of attorney is a viable less restrictive alternative to adult guardianship and the petition should be withdrawn. In her elder law consumer protection practice, Ms. Wu represents elder clients in consumer collection matters, including outstanding medical bills and skilled nursing costs. With regard to nursing home law, she successfully represents clients in involuntary transfer matters, resulting in the withdrawal of involuntary transfer. Ms. Wu reviews nursing home and other contracts and advises clients as to legal and financial risks. She also practices in estate and long term care planning. In probate, Ms. Wu represents personal representatives in probate matters, assist clients with the probate process, regular estate, and ancillary probate matters. She is a member of the District of Columbia bar. Ms. Wu earned her B.A. degree from the University of Maryland, University College, College Park, Maryland; her M.A. degree from George Mason University; her J.D. degree from the University of the District of Columbia, David A. Clarke School of Law; and her LL.M. degree in estate planning and elder law from Western New England College of Law.

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Speaker bio
Laurence C Osborn

Laurence C. Osborn

Keystone Law Group, P.C.
Laurence Osborn

is a partner at Keystone Law Group, P.C., where he brings more than 30 years of litigation experience in probate, trust, business, real estate, and general civil matters in both state and federal courts. His practice includes representing conservators, beneficiaries, heirs, executors, trustees, and fiduciaries in complex probate disputes, including contested conservatorships, will and trust contests, fiduciary misconduct claims, reverse mortgage disputes, and accounting and creditor matters. Prior to joining Keystone Law Group, Mr. Osborn was a litigation partner at Baker, Keener & Nahra LLP, where he handled high-value real property disputes, business and entity dissolutions, class action defense, and professional liability claims. Mr. Osborn is admitted to practice law in California, the United States District Courts for the Eastern, Central, and Southern districts of California, and the United States Court of Appeals for the Ninth Circuit. He earned his undergraduate degree in business administration from the University of Texas at Dallas and his law degree from Pepperdine University School of Law.

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Speaker bio
Aaron E Price Sr.

Aaron E. Price, Sr.

Law Offices of Aaron E. Price, Sr., PLLC
Aaron Price

is the principal attorney of Law Offices of Aaron E. Price, Sr., PLLC, where he practices elder law and general civil practice. He earned his bachelor's degree from University of the District of Columbia and his J.D. degree from David A. Clarke School of Law, University of the District of Columbia. Mr. Price is a member of Maryland State Bar Association, American Bar Association and District of Columbia Bar Association. He is admitted to practice in Maryland and the District of Columbia.

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Speaker bio
Lori Harshbarger

Lori Harshbarger

Harshbarger Law Firm
Lori Harshbarger

is an attorney with Harshbarger Law Firm in Twin Bridges, Montana. Her diverse practice includes all areas of family law, mediation and dispute resolution, business transactions, estate planning, real estate, agriculture, civil litigation, select personal injury claims and water law. Mr. Harshbarger is also the attorney for the Town of Twin Bridges. She is a member of the Montana Bar Association, Arizona Bar Association, Texas Bar Association, Montana Trial Lawyers, American Bar Association, Phi Alpha Delta Legal Fraternity, Montana Fifth Judicial District Bar Association, Silver Bow County Bar Association and Montana Family Law Arbitration Association. She serves as the chairperson of the Legislative Committee of the Family Law Section of the State Bar of Montana. Ms. Harshbarger has been involved in 4H, FFA and has a heart for the legacy of agriculture in Montana. She earned her J.D. degree at Thurgood Marshall School of Law and is licensed to practice law in Montana, Arizona and Texas. Before her legal career, Ms. Harshbarger earned her B.S. degree in microbiology and worked as a medical technologist and research assistant in the area of cancer research.

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Speaker bio
Virginia C Ralls

Virginia C. Ralls

Chase & Ralls, PLC
Virginia Ralls

is an attorney at Chase & Ralls, PLC. She focuses her practice on trusts and estates, tax, probate, and family law. Ms. Ralls is the director of the Trust and Estates Department. She earned her B.S. degree, cum laude, from the University of Florida; her master's degree from the University of West Florida; and her J.D. degree from Drexel University, Thomas R. Kline School of Law. Ms. Ralls is admitted to practice law in Florida and before the United States Tax Court.

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