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Practice Area:

Trusts, Estate Planning & Probate

Format:

Audio and Video

Description

This presentation will discuss the key elements of drafting a revocable trust and common drafting mistakes regarding dispositive provisions, administrative provisions and succession of trustee issues. The presenter has reviewed and commented on thousands of estate planning documents and will share her tips for drafting a revocable trust to carry out the grantor’s intent and which is administrable by the trustee.

What you will learn:

Finding and using good estate planning forms and drafting taking into account the Uniform Trust Code

Coordinating the revocable trust with other estate planning documents

Remembering provisions for payment of debts, taxes and administrative expenses

Focusing on dispositive provisions which are the “heart of the estate plan” from the client’s perspective

Understanding trust boilerplate provisions and why they are important to trustees

Speaker: Susan B. Teson, Kirkland Woods & Martinsen LLP, Liberty

Self-study does not qualify for Kansas credit.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.

Materials

Drafting the Trust & Avoiding Common Mistakes Presentation (665.9 KB) Available after Purchase

Faculty Bios (12.8 KB) Available after Purchase

MOLAP Information (1.2 MB) Available after Purchase

Salepage: https://mobar.ce21.com//item/2020-drafting-trust-avoiding-common-mistakes-360478

Archive: https://archive.ph/wip/kb618

Purchase The Missouribar – 2020 Drafting the Trust & Avoiding Common Mistakes courses at here with PRICE ~~$90~~ ~~$21~~

Unlock Lifetime Learning and Career Growth with the The Missouribar – 2020 Drafting the Trust & Avoiding Common Mistakes course only Original price was: $90.00.Current price is: $21.00. at CoursesGB!

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