Trusts, Estates & Probate

4.42

Revocable Trusts 101

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
3 hours
Debby Rosenfeld
Michael Zapson
With Debby Rosenfeld from Meltzer, Lippe, Goldstein & Breitstone, LLP + 1 other
Recorded September 10, 2024
Product ID 99251

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Overview

Build a Solid Foundation for Your Trusts Practice

Effective use of revocable trusts can clarify intent, organize transfer of assets, and simplify estate administration. Drafting or executing it incorrectly just creates more work and confusion. This foundational guide to revocable trusts offers essential knowledge you'll need to make the right decisions and draft better trusts. Register today!

  • Get up to speed on the critical laws governing trusts.
  • Master the essential drafting and reporting approaches.
  • Come away with sample trust language you can put to use right away.
  • Identify and prevent common revocable trust mistakes.
  • Understand what happens (and what should be done) when the trust becomes irrevocable.

Abbreviated Agenda

  1. Trust Law Essentials
  2. Drafting Revocable Trusts: Key Provisions
  3. Top Mistakes and Problems
  4. Trust Execution, Administration, and Modification
  5. When a Trust Turns From Revocable to Irrevocable

Related Topics

Product ID 99251

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Trust Law Essentials

    1. Main Terms, Parties, and Concepts
    2. Laws Governing Trusts
    3. Understanding Revocability: Grantor Control, Asset Protection, etc.
    4. Clarifying the Needs of the Client and Reasons for Drafting the Trust
    5. Trusts vs. Wills

  2. Drafting Revocable Trusts: Key Provisions

    1. When is a Revocable Trust the Best Option?
    2. Top Revocable Trust Structures
    3. Trustee Powers and Duties
    4. Sample Trust Review and Analysis
    5. Pour-Over Will Language

  3. Top Mistakes and Problems

  4. Trust Execution, Administration, and Modification

  5. When a Trust Turns From Revocable to Irrevocable

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, trust officers, wealth managers, and paralegals will also benefit.

Speakers

Debby Rosenfeld
Debby
Rosenfeld
Meltzer, Lippe, Goldstein & Breitstone, LLP
Michael G Zapson
Michael G.
Zapson
Certilman Balin Adler & Hyman LLP
Speaker bio
Debby Rosenfeld

Debby Rosenfeld

Meltzer, Lippe, Goldstein & Breitstone, LLP
Debby Rosenfeld

is counsel with Meltzer, Lippe, Goldstein & Breitstone, LLP, where she practices in the areas of elder law, estate planning and real estate. She is admitted to practice in New York. Ms. Rosenfeld lectures, as well as writes articles on various elder law issues for both attorneys and laypeople. She earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. Ms. Rosenfeld is a member of the New York State and Nassau County bar associations.

View full profile
Speaker bio
Michael G Zapson

Michael G. Zapson

Certilman Balin Adler & Hyman LLP
Michael Zapson

is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in the areas of commercial and estate litigation, real estate, and zoning. Mr. Zapson represents real property owners, national companies, developers, purchasers, REITs, lenders and brokers. He regularly deals with estate and probate tax issues. Mr. Zapson also assists with estate planning tax issues. He is a member of the Long Beach Lawyer's Association, Nassau County Bar Association, and New York State Bar Association. Mr. Zapson is admitted to practice in New York and Washington D.C.; and the U.S. District Courts for the Southern, Eastern and Northern districts of New York. He earned his B.A. degree from Cornell University and his J.D. degree from the State University of New York at Buffalo.

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