RI Specific

Trusts, Estates & Probate

Trust or Bust: Understanding Revocable and Irrevocable Trusts in Rhode Island

Credits Available
Credit Status Total
Rhode Island CLE Approved 6 Total
OnDemand
5 hours 55 minutes
David Craven
Damian Nash
With David P. Craven from Kalander and Nash, Ltd. + 1 other
Recorded May 28, 2025.
Product ID 99848

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Overview

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This comprehensive course delves into the intricacies of trusts in Rhode Island, providing you with a solid foundation in trust law and practical applications. You'll gain a deep understanding of revocable and irrevocable trusts, their unique characteristics, and how they can be utilized to achieve your clients' estate planning goals. Whether you're an estate planning professional or simply interested in learning more about trusts, this course offers invaluable knowledge and guidance - register today!

  • Learn the basics of trust law.
  • Delve into revocable trusts.
  • Explore irrevocable trusts.
  • Discover unique trust topics.
  • Examine practical trust techniques and tactics.

Abbreviated Agenda

  1. An Overview of Trusts in Rhode Island
  2. Revocable Trusts: Rhode Island-Specific Overview
  3. Irrevocable Trusts In Rhode Island
  4. Unique Trust Topics in Rhode Island
  5. Practical Trust Techniques and Tactics in Rhode Island

Related Topics

Product ID 99848

Credit Details

Credits Available
Credit Status Total
Rhode Island CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. An Overview of Trusts in Rhode Island

    1. An Overview of the Many Purposes of Trusts
    2. Unique Rhode Island-Specific Laws and Regulations
    3. Real-World Examples and Tactics: Rhode Island

  2. Revocable Trusts: Rhode Island-Specific Overview

    1. Advantages of Revocable Trusts
    2. Disadvantages of Revocable Trusts
    3. Practical Considerations and Best Practices
      1. Estate Planning Strategies
      2. Asset Protection
      3. Medicaid Eligibility
      4. Probate Avoidance

  3. Irrevocable Trusts In Rhode Island

    1. Advantages of Irrevocable Trusts
    2. Disadvantages of Irrevocable Trusts
    3. Practical Considerations and Best Practices
      1. Gift Tax Implications
      2. Medicaid Eligibility
      3. Asset Protection
      4. Probate Avoidance

  4. Unique Trust Topics in Rhode Island

    1. Charitable Trusts
    2. Spendthrift Trusts
    3. Qualified Domestic Trusts (QDOTs)
    4. Dynasty Trusts

  5. Practical Trust Techniques and Tactics in Rhode Island

    1. Drafting Effective Trust Documents in Rhode Island
    2. Funding Trusts
    3. Managing Trust Assets
    4. Trust Administration
    5. Dispute Resolution

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

David P Craven
David P.
Craven
Kalander and Nash, Ltd.
Damian Nash
Damian
Nash
Kalander and Nash, Ltd.
Speaker bio
David P Craven

David P. Craven

Kalander and Nash, Ltd.
David Craven

is with Kalander and Nash, Ltd. As a a member of the firm's estate and trust planning, administration and litigation team, he provides clients with sophisticated estate planning, asset protection, wealth preservation, and tax minimization strategies. Mr. Craven's diverse experience encompasses not only wills, trusts and estates, and probate administration/litigation, but also criminal and civil litigation, and corporate and business law. He routinely advises clients with business incorporation and succession plans to ensure they are positioned for success, now and in the future. Prior to joining PLDO, Mr. Craven built a successful private practice counseling clients on business formation and risk management, contract disputes, estate planning and elder care. He devotes much of his spare time to educational, community and philanthropic causes. Mr. Craven is passionate about mentoring the next generation of attorneys and young professionals, as well as expanding children's knowledge and skills outside the classroom. He is an adjunct professor at the Community College of Rhode Island, where he educates students about the legal system. Mr. Craven earned his B.A. degree from the University of Rhode Island and his J.D. degree from New England School of Law. He is a member of the Rhode Island Bar Association.

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Speaker bio
Damian Nash

Damian Nash

Kalander and Nash, Ltd.
Damian Nash

is an attorney with Kalander and Nash, Ltd.. His practice areas include probate, estate planning, estate administration, trust administration, asset protection planning, business succession planning, elder law, corporate law and taxation. Mr. Nash is admitted to practice in Connecticut, Florida, New York, Massachusetts and Rhode Island. He is a member of the Rhode Island Bar Association (Probate and Trust Committee). Mr. Nash earned his B.B.A and B.A. degrees from Pace University and his J.D. degree from Touro College Jacob D. Fuchsberg Law Center.

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