Trusts, Estates & Probate

4.67

Funding Trusts and Other Post-Drafting Care

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 31 minutes
Christina Lewis
With Christina Lewis from Parker, Milliken, Clark, O'Hara & Samuelian
Recorded October 28, 2024
Product ID 99236

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Overview

Pave the Road for Effective Trust Administration

A common mistake in planning with trusts is leaving trust funding and execution up to clients. Without asset title transfer, the best-drafted trust instrument has no power. This legal guide attempts to help trusts and estates attorneys and other professionals involved in wealth planning close the trust execution and post-drafting maintenance gap consistently and effectively. Adopt best practices and lay the groundwork for effective trust and estate administration. Register today!

  • Clearly outline who must populate the trust with assets, when, and how.
  • Learn who informs beneficiaries of the trust's existence, when, and how.
  • Discuss how much of the original trust document text the trustee and beneficiaries are entitled to see.
  • Plan for periodic trust review and identify specific events that should trigger a review.

Abbreviated Agenda

  1. Proper Trust Execution
  2. Who Funds the Trust
  3. Ways of Transferring Assets Into the Trust
  4. Who Can Have Access to the Trust Document? (In its Entirety vs. Redacted vs. Relevant Excerpt Only)
  5. Beneficiary Notification
  6. Periodic Review and Update

Related Topics

Product ID 99236

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Funding Trusts and Other Post-Drafting Care

    1. Proper Trust Execution
    2. Who Funds the Trust
    3. Ways of Transferring Assets Into the Trust
    4. Who Can Have Access to the Trust Document? (In its Entirety vs. Redacted vs. Relevant Excerpt Only)
    5. Beneficiary Notification
    6. Periodic Review and Update

Who Should Attend

This legal trusts briefing is designed for attorneys. Accountants, trustees, other fiduciaries, and paralegals will also benefit.

Speakers

Christina Lewis
Christina
Lewis
Parker, Milliken, Clark, O'Hara & Samuelian
Speaker bio
Christina Lewis

Christina Lewis

Parker, Milliken, Clark, O'Hara & Samuelian
Christina Lewis

is an attorney with Parker, Milliken, Clark, O'Hara & Samuelian. She practices in the areas of estate planning, asset protection and business law. Ms. Lewis works with clients to plan and implement strategies to transfer family wealth and accomplish personal goals in a tax efficient manner. She advises fiduciaries in regards to the administration of trusts and estates. The transactional side of Ms. Lewis's practice includes drafting, negotiating and advising clients on all types of documents and agreements; including shareholder, partnership and joint venture agreements, by-laws, association agreements, consulting agreements, noncompetition and nondisclosure agreements, representation agreements, management services agreements, leases, franchise agreements, license agreements, distribution agreements and other agreements, and documents used in the operation of her clients' businesses. She earned her undergraduate degree from the University of California Los Angeles and her J.D. degree from Loyola Law School.

View full profile

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