Untitled Document
Contact Us    800.930.6182              Login to My Account | Access My Courses 

Continuing Legal Education for Professionals
 

You Are Here: HOME
 
Video DVD + Course Book (CD-ROM)
The Mechanics of Drafting and Executing Trusts $149.00



Copyright: June 2011
Product ID#: 55999DVDCDR

Order Now!

Product Order & Shipment FAQ
 
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 2.00FL*12/01/2012
CLE 1.50GA06/01/2012
CLE 1.50HI06/01/2013
CLE 1.50ID06/01/2013
CLE 1.50IL05/31/2013
CLE 1.50ME06/01/2013
CLE 1.80MO06/01/2013
CLE 1.50MP06/01/2013
CLE 1.50MT06/01/2013
CLE 1.50NC12/31/2012
CLE 1.50ND06/01/2013
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 1.50OR06/01/2013
CLE 1.50PA06/01/2012
CLE 1.80VI06/01/2013
CLE 1.50VT06/01/2013
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
More Like This
Protecting Assets While Qualifying for Medicaid
December 21, 2011 - 10:00 am Eastern
Drafting and Administering Special Needs Trusts
May 23, 2012 - 11:00 am Eastern
Social Security Disability Bootcamp
December 7, 2011 - 10:00 am Eastern
 
 
© 2012 · National Business Institute  · All Rights Reserved