Trusts, Estates & Probate

4.16

The Law of Trusts: Mastering Critical Drafting and Administration Tools

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas 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
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Approved 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 Carolina 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
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 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
2 hours 53 minutes
Donna Jackson
Don Ford
With Donna J. Jackson from Donna J. Jackson and Associates PLLC + 1 other
Recorded January 31, 2025
Product ID 99648

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Overview

Why Some Trusts Provide More Protections Than Others, and What to Include

New to trusts and estates? Don't drown in the legal jargon! This course is your life vest. Learn the essential building blocks of trust law in a clear and concise way. From understanding basic trust structures to mastering the art of drafting, this course will equip you with the confidence to tackle real-world trust issues. Avoid rookie mistakes and set a foundation for a successful trusts practice - register today!

  • Learn how to navigate the complex state and federal laws governing trusts.
  • Discover top trust structures and their effects - intentional and inadvertent.
  • Master the essential steps involved in drafting strong trust documents.
  • Build a solid legal framework for effective trust administration.

Abbreviated Agenda

  1. The Legal Framework of Trusts Practice
  2. Trust Administration and Post-Drafting Essentials
  3. Creating the Trust
  4. Trust Types: 5 Tips to Help You Choose the Right Trust Structure

Related Topics

Product ID 99648

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas 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
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Approved 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 Carolina 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
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 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. The Legal Framework of Trusts Practice

    1. Restatement of the Law (3rd) of Trusts
    2. Property Laws Affecting Trusts
    3. Uniform Trust Code and State Statutes
    4. Critical Case Law
    5. IRC and Treasury Regulations
    6. Contract Law

  2. Trust Administration and Post-Drafting Essentials

    1. Funding Trusts: Applying Property, Tax, and Contract Laws
    2. Uniform Principal and Income Act
    3. Trustee Fiduciary Duties Under Uniform Prudent Investor Act (UPIA)
    4. Trust Protectors and Uniform Directed Trusts Act (UDTA)
    5. Voidable Transactions/Fraudulent Conveyance
    6. Court Procedure in Trust Proceedings
    7. State Probate Laws  and Uniform Probate Code

  3. Creating the Trust

    1. Client Intake and Asset Inventory
    2. Jurisdiction and Choice of Law
    3. Tax Considerations
    4. Asset Protection Needs
    5. Drafting Key Provisions

  4. Trust Types: 5 Tips to Help You Choose the Right Trust Structure

Who Should Attend

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

Speakers

Donna J Jackson
Donna J.
Jackson
Donna J. Jackson and Associates PLLC
Don D Ford III
Don D.
Ford, III
Ford + Bergner LLP
Speaker bio
Donna J Jackson

Donna J. Jackson

Donna J. Jackson and Associates PLLC
Donna Jackson

is a CPA and attorney, and the founding member of Donna J. Jackson & Associates, PLLC. She specializes in estate planning, including trusts, special needs trusts, wills, durable power of attorneys, living wills, taxes, probates, and business organizations including corporations, limited partnerships and limited liability companies. Ms. Jackson is a member of the Oklahoma Bar Association, American Bar Association, National Academy of Elder Law Attorneys, Oklahoma State Society of CPAs, WealthCounsel, ElderCounsel and Academy of Special Needs Planners. She earned her B.S. and M.S. degrees from Oklahoma State University, her LL.M. degree from Stetson College of Law in Florida, and her J.D. degree from Oklahoma City University School of Law.

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Speaker bio
Don D Ford III

Don D. Ford, III

Ford + Bergner LLP
Don Ford

is the managing partner with the law firm of Ford + Bergner LLP, and is board-certified in estate planning and probate. He has lectured to various professional groups on tax and estate planning, probate, and guardianships topics, and practices exclusively in these areas. In 2014, Mr. Ford was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission as a subject-matter expert in the area of guardianships. Additionally, he served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. Mr. Ford has also served on the editorial board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. He is a member of the Probate, Trusts and Estates sections of both the Houston and Dallas bar associations. Mr. Ford earned his B.B.A. and J.D. degrees from Baylor University, and worked on his Masters in taxation while in law school.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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