Trust Drafting Fundamentals
Category: Materials
Member Price: $16
Non-Member Price: $20
Areas of Law: Estate Law
Featured Speaker
Moderator
- Joshua F. Cheslow, Esq.
- Drescher & Cheslow, PA, Manalapan
Presenters
- Timothy M. Ferges, Esq.
- McCarter & English, LLP, Newark
- Mark R. Friedman, Esq.
- Friedman Law, Bridgewater
- Michael Poreda, Esq.
- Lydecker, Jersey City
- Stacey M. Valentine, Esq.
- Avelino Law, LLP, Florham Park
Never drafted a trust before and want to know how? This practical program will help you confidently provide clients with well-drafted asset planning instruments. Learn the essentials of drafting a variety of trusts and how to determine which type of trust is best for your clients’ needs. This course may also serve as an excellent refresher for more experienced practitioners or those who haven’t drafted a trust in a while.
An experienced panel of trust and estate practitioners will share their tips to help you build a strong foundation for trust drafting in today’s ever-changing estate planning environment. Learn the latest tax and trust laws and the correct language to ensure you draft the best possible trusts.
The panel will address the following topics:
- Basics of trust drafting and using trusts in estate planning: the types of trusts and how to choose the best ones for your clients
- Planning with trusts in the present tax environment: tax implications you need to consider
- Special needs trusts and elder law: when to use a special needs trust - a type of trust that can protect a disabled person's eligibility for valuable government benefits, often used in conjunction with estate planning, personal injury recoveries, divorce settlements and other situations where a person with disabilities would receive moneys.
- Uniform Trust Code: how it impacts your drafting
- Ethics, Diversity and Inclusion in Trusts and Estates: working with clients with diverse backgrounds
- Your questions and answers