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On-Demand Video
The Mechanics of Drafting and Executing Trusts $149.00



Copyright: June 2011
Product ID#: 55999SVDM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: The Mechanics of Drafting and Executing Trusts, held June 2011.

Program Description

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!


Course Content
  • 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

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK06/01/2013
CLE 1.50AZ06/01/2013
CLE 1.50CA06/01/2013
CLE 2.00CO06/01/2013
CLE 1.50CT06/01/2013
CLE 1.50DE06/01/2012
CLE 2.00FL*12/01/2012
CLE 1.50GA06/01/2012
CLE 1.50HI06/01/2013
CLE 1.50IA06/01/2012
CLE 1.50ID06/01/2013
CLE 1.50IL05/31/2013
CLE 1.50LA05/31/2012
CLE 1.50ME06/01/2013
CLE 1.80MO06/01/2013
CLE 1.50MP06/01/2013
CLE 1.50MS06/01/2013
CLE 1.50MT06/01/2013
CLE 1.50NC12/31/2012
CLE 1.50ND06/01/2013
CLE 1.50NE06/01/2012
CLE 1.50NH06/01/2013
CLE 1.80NJ06/01/2013
CLE 1.50NM06/01/2013
CLE 1.50NV06/01/2013
CLE 1.50NY*06/01/2013
CLE 2.00OK06/01/2013
CLE 1.50PA06/01/2012
CLE 1.50RI06/01/2013
CLE 1.50TN05/31/2012
CLE 1.50TX05/31/2012
CLE 1.80VI06/01/2013
CLE 1.50VT06/01/2013
CLE 1.50WI12/31/2012
CLE 1.80WV06/01/2013
CLE 1.50WY06/01/2014

* denotes specialty credits

Additional Format Options


Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Banking & Finance
Estate Planning & Probate
Legal
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