Trusts, Estates & Probate

WY Specific

Trust or Bust: Understanding Revocable and Irrevocable Trusts in Wyoming

Credits Available
Credit Status Total
Montana CLE Approved 6 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 58 minutes
Kaylee Harmon
John Fritz
With Kaylee A. Harmon from Long Reimer Winegar LLP + 1 other
Recorded December 10, 2025.
Product ID 99880

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Overview

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This comprehensive course delves into the intricacies of trusts in Wyoming, 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.
  • Compare the appropriate uses of irrevocable vs. revocable trusts.
  • Discover unique trust topics.
  • Examine practical trust techniques and tactics.

Abbreviated Agenda

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

Related Topics

Product ID 99880

Credit Details

Credits Available
Credit Status Total
Montana CLE Approved 6 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. An Overview of Trusts in Wyoming

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

  2. Revocable Trusts: Wyoming-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 Wyoming

    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. Comparing Revocable and Irrevocable Trusts in Wyoming

    1. Side-by-Side Comparison of Key Features
    2. When to Choose a Revocable Trust
    3. When to Choose an Irrevocable Trust
    4. Factors to Consider in Making the Decision of Revocable vs. Non-Revocable

  5. Unique Trust Topics in Wyoming

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

  6. Practical Trust Techniques and Tactics in Wyoming

    1. Drafting Effective Trust Documents in Wyoming
    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

Kaylee A Harmon
Kaylee A.
Harmon
Long Reimer Winegar LLP
John P Fritz
John P.
Fritz
Hathaway & Kunz
Speaker bio
Kaylee A Harmon

Kaylee A. Harmon

Long Reimer Winegar LLP
Kaylee Harmon

is an attorney at Long Reimer Winegar LLP, working out of the firm's Cheyenne office. Her practice focuses on trust and estate administration, estate and business planning, and related civil litigation. Drawing on her experience clerking for the U.S. District Court for the District of Wyoming, Ms. Harmon excels at evaluating complex legal matters and crafting strategies to help clients achieve their goals. A Wyoming native, she brings a deep understanding of local values to her work and regularly guides clients through probate, trust, business, and real estate-related transactions. She is admitted to practice in Wyoming and Montana, as well as before the U.S. District Court for the District of Wyoming. Ms. Harmon earned her B.A. degree in criminal justice administration from Park University and her J.D. degree, with honors, and as a member of the Order of the Coif, from the University of Wyoming College of Law.

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Speaker bio
John P Fritz

John P. Fritz

Hathaway & Kunz
John Fritz

is an associate at Hathaway & Kunz where he focuses his practice on estate planning and transactional matters. He assists clients with wills, trusts, powers of attorney, health care directives, gifting strategies, probate, business formation and operations, and real estate transactions. Mr. Fritz is admitted to practice in Wyoming. He earned his J.D. degree fom the University of Wyoming College of Law; and holds a B.A. degree in political science, with a minor in gender and women’s studies from the University of Wyoming.

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