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| From Event: The Mechanics of Drafting and Executing Trusts, held June 2011.
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Program Description
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When it comes to structuring the trust, there is a myriad of details you must remember and assemble in order for it to work properly. This course will help you develop a system of drafting that will account for all the potential pitfalls and changes. Improve your trust drafting technique with tried-and-true methods from our experiences attorney faculty. Order today!
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Course Content
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- Determining the Specific Need for a Trust
- Standard and Trust Provisions - What Must Be Included
- Initial Asset Allocation
- Crummey Powers and Other Special Provisions to Maximize the Protective Potential of a Trust
- Choosing the Trustee(s) and Clarifying their Role
- The Role of Trust Protectors and Special Fiduciaries
- Drafting Tips and Samples
- Executing the Trust
- Provisions for Changes to the Trust Instrument
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Continuing Education Credits:
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Continuing Legal Education Credit Hrs State Credit Approval Expiration
* denotes specialty credits
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Agenda / Content Covered:
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Session Time: 2:00 PM - 3:30 PM Eastern
Presenter: David A. Westbrock - Determining the Specific Need for a Trust
- Standard and Trust Provisions - What Must Be Included
- Initial Asset Allocation
- Crummey Powers and Other Special Provisions to Maximize the Protective Potential of a Trust
- Choosing the Trustee(s) and Clarifying their Role
- The Role of Trust Protectors and Special Fiduciaries
- Drafting Tips and Samples
- Executing the Trust
- Provisions for Changes to the Trust Instrument
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DAVID A. WESTBROCK is a shareholder with Chandler and Brown, Ltd. practicing in the areas of estate planning, business planning, trust administration, probate and real estate. He has assisted numerous individuals and families with wealth preservation, estate and gift tax planning, charitable giving, asset protection, and incapacity planning. In his business planning practice, Mr. Westbrock regularly assists businesses of all sizes with business formations, business succession planning, buy sell agreements, and businesses purchases and sales. He earned his B.A. degree, cum laude. At the University of Dayton, Mr. Westbrock was awarded the Certificate for Academic Excellence in the Study of History. He earned his J.D. degree,cum laude, from William Mitchell College of Law in St. Paul, graduating. While in law school, Mr. Westbrock was the recipient of the Chief Justice Douglas K. Amdahl Scholarship and the CALI Award for study in Civil Procedure. He has presented at numerous seminars for professionals and individuals, including topics on estate planning and charitable giving.
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Please refer to Continuing Education Credit FAQ for general information about seeking
credit for your participation in one of our continuing education programs.
Additionally, our team of credit specialists are here to answer your specific credit-related
questions weekdays 7am - 5pm Central:
Phone: 866-240-1890
Email: credit@nbi-sems.com
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ACCREDITATION DETAILS:
Continuing Legal Education
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CT
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CLE:
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1.50
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Credit Approval Exp 06/01/2013
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This seminar is approved by the CBA Academy of Continuing Professional Development. This program may qualify for up to 1.5 pre-recorded credit hours, including 0.0 hour of pre-recorded legal ethics, toward admission to the CBA Academy of Continuing Professional Development.
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ID
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CLE:
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1.50
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Credit Approval Exp 06/01/2013
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This program may qualify for up to 1.5 hours of self-study continuing legal education credit in the state of Idaho, which may include 0.0 ethics credit. Application for self-study approval must be submitted to the Idaho State Bar.
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ME
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CLE:
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1.50
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Credit Approval Exp 06/01/2013
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This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.5 hours of self-study CLE credit including 0.0 ethics hours under M. Bar R. 12. No more than 5.5 hours of self-study CLE credit may be earned during a reporting period.
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MO
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CLE:
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1.80
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Credit Approval Exp 06/01/2013
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NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.8 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
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MP
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CLE:
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1.50
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Credit Approval Exp 06/01/2013
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This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.5 hours of self-study CLE credit including 0.0 ethics hours.
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MT
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CLE:
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1.50
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Credit Approval Exp 06/01/2013
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This program may qualify for up to 1.5 hours of self-study CLE credit by the Montana Commission on Continuing Legal Education, including 0.0 hour of ethics. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.
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| Web: |
Order Now
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| Call: |
800.930.6182 |
| Fax: |
715.835.1405 |
| Mail: |
NBI
P.O. Box 3067
Eau Claire, WI 54702
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