Trusts, Estates & Probate

Advanced Trust Tactics for Experienced Practitioners

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 50 minutes
Jack Osborn
Christin Miyahira
SusAnne Chung
Alan Forester
Morgan Tuss
Donovan Francis
With Jack B. Osborn from Brown, White & Osborn, LLP + 5 others
Recorded August 14, 2024
Product ID 98932

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Overview

Up Your Game With the Latest Case Law and Sample Language

The use of trusts in estate planning, disability, business succession, and investment is changing. Are you keeping up with the latest case law, drafting trends, and tax tactics? This advanced-level guide is designed for experienced practitioners looking to up their game. Elevate your practice with case law updates and sample trust language analysis. Register today!

  • Stay ahead of the curve with a summary of the latest trends to watch.
  • Help your clients maximize their charitable giving potential.
  • Explore top trust disputes and come away with working solutions.
  • Come away with specific trust language suggestions.
  • Draft flexibility into your estate plans without sacrificing their effectiveness.

Abbreviated Agenda

  1. Legal Updates: Changing Tax Climate, New Regulations, and Practice Trends
  2. Asset Protection With Trusts: Recent Case Law (With Sample Language)
  3. Income Tax Planning With Defective Grantor Trusts (With Sample Language)
  4. Distribution Flexibility Mechanisms (With Sample Language)
  5. Complex Trust Management Structures: Multiple Trustees, Trust Protectors, Trust Committees (With Sample Language)
  6. Use of Trusts in Business Succession and Investment (With Sample Language)
  7. Trust Disputes: Recent Case Law and Practical Tips
  8. Legal Ethics in Trust Drafting
Product ID 98932

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Legal Updates: Changing Tax Climate, New Regulations, and Practice Trends

  2. Asset Protection With Trusts: Recent Case Law (With Sample Language)

  3. Income Tax Planning With Defective Grantor Trusts (With Sample Language)

  4. Distribution Flexibility Mechanisms (With Sample Language)

    1. Sprinkle Powers
    2. Ascertainable Standards
    3. Problems Mandatory Distributions Can Create
    4. Power of Appointment Trusts
    5. Unitrusts
    6. Beneficiary Classes vs. Individual Beneficiaries
    7. Incentive Provisions
  5. Complex Trust Management Structures: Multiple Trustees, Trust Protectors, Trust Committees (With Sample Language)

  6. Use of Trusts in Business Succession and Investment (With Sample Language)

  7. Trust Disputes: Recent Case Law and Practical Tips

  8. Legal Ethics in Trust Drafting

    1. Who Is Your Client?
    2. Client Capacity
    3. Communicating With Guardians and POAs
    4. Joint Representation
    5. Conflicts of Interest
    6. Guarding Confidentiality
    7. Attorney Fees and Engagement Agreements

Who Should Attend

This advanced trusts guide is designed for attorneys. Accountants, trust officers, tax professionals, and paralegals will also benefit.

Speakers

Jack B Osborn
Jack B.
Osborn
Brown, White & Osborn, LLP
Christin A Miyahira
Christin A.
Miyahira
Hanh N. Archer, A Professional Corporation
SusAnne L Chung
SusAnne L.
Chung
Legacy Law Office, A Professional Law Corporation
Alan Forester
Alan
Forester
Law & CPA Offices of Alan Forester
Morgan E Tuss
Morgan E.
Tuss
Patten, Peterman, Bekkedahl & Green, P.L.L.C.
Donovan R Francis
Donovan R.
Francis
BFH Law Group
Speaker bio
Jack B Osborn

Jack B. Osborn

Brown, White & Osborn, LLP
Jack Osborn

is a partner with Brown, White & Osborn, LLP, where he focuses in the areas of estate planning, and trust and probate law; and is certified with the State Bar of California Board of Legal Specialization. Mr. Osborn is a member of the American Bar Association; State Bar of California's Conference of Bar Associations; San Bernardino County, Riverside County, Western San Bernardino County and Los Angeles County bar associations; Probate Attorneys of San Diego; and a Joseph B. Campbell American Inn of Court board member. He earned his B.A. degree from Lewis and Clark College, his A.B.D. degree from The Claremont Graduate School, and his J.D. degree from Southwestern University School of Law.

Speaker bio
Christin A Miyahira

Christin A. Miyahira

Hanh N. Archer, A Professional Corporation
Christin Miyahira

is a paralegal at Hanh N. Archer, A Professional Corporation located in Torrance, California. She practices estate planning, trust administration, probate, and business succession planning. Ms. Miyahira earned her bachelor's degree from California State University - Long Beach and her paralegal certificate from Cerritos College.

Speaker bio
SusAnne L Chung

SusAnne L. Chung

Legacy Law Office, A Professional Law Corporation
SusAnne Chung

is the founding attorney of Legacy Law Office, where her practice is limited to estate planning, business planning, real estate transactions, business law, and non-profit corporations. Additionally, she uses her real estate broker license with the California Bureau of Real Estate to handle real estate property management during trust administrations and to assist clients in private party real estate sales. Ms. Chung is a member of the State Bar of California and the Virginia State Bar. She earned her B.A. degree from the University of Oregon and her J.D. degree from Regent University School of Law, Virginia Beach, Virginia.

Speaker bio
Alan Forester

Alan Forester

Law & CPA Offices of Alan Forester
Alan Forester

is an attorney and CPA at Law & CPA Offices of Alan Forester. He practices in the areas of water law, land use and zoning, HOA issues, tax and trust law, personal injury, and criminal law. Mr. Forester received his M.A. degree in economics and finance; his Ph.D. Candidacy degree in economics from UCLA; and his Juris Doctor from Loyola Law School, Los Angeles. He is an adjunct professor at California State University (CSU) and has teaching credentials in accounting and economics. Mr. Forester is a judicial arbitrator of the Superior Court of the State of California for Los Angeles County, as well as a mandatory fee arbitration for the State Bar of California. He is a member of the United States Supreme Court; Supreme Court of California; United States Tax Court, Northern, Southern, Eastern, Western and Central Federal District courts of California; American Bar Association; State Bar of Californi; American Economics Association; American Institute of Certified Public Accountants; the California Society of Certified Public Accountants; and the Association of Certified Fraud Examiners.

Speaker bio
Morgan E Tuss

Morgan E. Tuss

Patten, Peterman, Bekkedahl & Green, P.L.L.C.
Morgan Tuss

is an attorney at Patten Peterman Bekkedahl & Green, PLLC. She practices in the areas of probate and estate administration, estate and taxation planning, along with business, contract, property and transactional matters. Ms. Tuss also assists with business disputes, and guardianship and conservatorship matters. Representing County Ward 7, she also serves as a board member of the Board of County Commissioners of Yellowstone County, for the Board of Planning, Board of Zoning and Board of Adjustments. Ms. Tuss also serves as a board member for Billings TrailNet, a 501(c)(3) non-profit qualified organization, and as trustee for the New Lawyers Section of the State Bar of Montana. She earned her bachelor's degree from Montana State University Billings and her J.D. degree from the University of North Dakota School of Law, where she was inducted as a member of the esteemed Order of the Coif. Ms. Tuss currently pursues a dual Master of Laws (LL.M.) degree in estate planning and taxation from Golden Gate University School of Law and Bruce F. Braden School of Taxation, which she expects to complete in the fall of 2024. She is admitted to practice law in Montana, North Dakota, and Wyoming; and before the U.S. Tax Court and U.S. District Court of Montana.

Speaker bio
Donovan R Francis

Donovan R. Francis

BFH Law Group
Donovan Francis

is an attorney at BFH Law Group, located in New Orleans, Louisiana. He has assisted clients in estate planning, tax, bankruptcy, and corporate matters. Mr. Francis has extensive knowledge of estate planning issues and provides a wide array of services to business clients, including contract review, negotiation, entity formations, and employment matters. While working for the Louisiana Workforce Commission, he assisted with tax collection/non-profit revenue optimization, public policy, and labor and employment law. Mr. Francis earned his B.A. degree from Emory University and his J.D. degree from Tulane University Law School. He is admitted to practice law in Louisiana and Texas, and before U.S. District Courts, Louisiana, Eastern and Western districts and U.S. Bankruptcy Courts, Louisiana, Eastern and Middle districts.

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