Today's savvy clients are increasingly requesting trusts as a part of their estate or financial plans. Recently these vehicles have become a sought-after method for people to safeguard assets for themselves and their beneficiaries. Your clients rely on you to help them select the best options and walk them through these processes from start to finish. Are you confident you could give them the personalized and informed advice they need?

Order today to gain the skills and knowledge you need to ensure your clients' planning needs are met. Be prepared to answer questions by understanding the key elements of a trust. Sort through the different types of trusts available so you can match the appropriate plan to each individual situation. Recognize the essential drafting strategies that ensure well-crafted trusts. Keep your practice above reproach by adhering to established ethical standards. Steer clear of tax problems by ensuring your clients' trusts follow essential tax requirements. Refine your skills so you can easily and smoothly administer the trust.

1. Essential Knowledge for Working With Trusts
2. Recognizing the Different Types of Trusts
3. Mechanics of Drafting and Executing Trusts
4. Fundamental Understanding of Ethics in Trusts
5. Successfully Navigating the Tax Aspects of Trusts
6. How to Administer a Trust Appropriately

1. ESSENTIAL KNOWLEDGE FOR WORKING WITH TRUSTS
   9:00 - 10:00, Ganon J. Studenberg
   1. Deciphering Trusts – What They are and How They Work
   2. Who are the Main Parties, Their Duties and Responsibilities to a Trust
   3. Advantages and Disadvantages of a Trust
   4. New Developments in Trusts
2. RECOGNIZING THE DIFFERENT TYPES OF TRUSTS
   10:15 - 11:15, Ganon J. Studenberg
   1. Revocable Living Trusts – Avoiding Probate
   2. Irrevocable Trusts – Providing Tax Saving Benefits
   3. Family/Exclusion Trusts – Providing Lifetime Income
   4. Charitable Trusts – Reducing Taxable Estate and Providing Income
   5. Marital Trusts – Distributing Income and Principal for Lifetime
   6. Special Needs Trusts – Preserve Eligibility for People With Disabilities
   7. Testamentary Trusts – Directing How and Whether the Trust Money Should be Spent
3. MECHANICS OF DRAFTING AND EXECUTING TRUSTS
   11:15 - 12:15, Jeffrey S. Goethe
   1. Determining the Need or Purpose for a Trust
   2. A Modern Approach to Standard Elements and Clauses
   3. Strategies for Effective Drafting
   4. Tips for Drafting Common Trusts
   5. Executing the Trust
   6. Provisions For Changes to the Trust Instrument
4. FUNDAMENTAL UNDERSTANDING OF ETHICS IN TRUSTS
   1:15 - 2:15, Jeffrey S. Goethe
   1. Confidentiality in Respect to Third Parties
   2. Handling a Client Request for Use of Questionable Asset Protection Techniques
   3. What to do When the Competency of the Client is in Question
   4. Protecting Yourself Against Malpractice Actions - How to Withdraw as Counsel
5. SUCCESSFULLY NAVIGATING THE TAX ASPECTS OF TRUSTS
   2:15 - 3:15, Trevor K. Brewer
   1. Determining What Tax Factors Apply
   2. Minimizing Estate-Related Taxes
      1. Income Tax of Trusts, Estates and the Beneficiaries
      2. Capital Gains Tax
      3. Transfer Taxes
      4. Gift/Estate Taxes
      5. Generation–Skipping Tax
   3. Current Issues and Tax Law Changes
6. HOW TO ADMINISTER A TRUST APPROPRIATELY
   3:30 - 4:30, Trevor K. Brewer
   1. Powers, Duties and Liabilities of Trustees to Third Parties
   2. Monitoring Trust Account Reporting
   3. The Importance of a Spendthrift Clause and Creditors' Rights
   4. Method of Resolving Trust Disputes
   5. Setting Up and Terminating a Trust

TREVOR K. BREWER is an attorney at BrewerLong, PLLC, and his practice includes business counseling and personal planning, with particular focus on meeting the needs of business owners and executives. He assists individuals and families to develop effective estate and asset protection plans, and he aids with the administration of trusts and estates. Mr. Brewer also advises individuals and businesses with matters of general corporate and commercial law, including choosing the right corporate structure, preparing owners' agreements, operating the business, and transferring the business by sale, merger, or family succession. In both business counseling and personal planning, he helps his clients to understand and make decisions regarding federal and state taxation. Mr. Brewer received his Bachelor of Science degree, summa cum laude and with university honors, in finance from the University of Central Florida in 1997. His Juris Doctorate degree was conferred in 2000 by Emory University School of Law, where he was a managing editor for the Emory Law Journal and a teaching assistant for the school's legal writing and research course. Mr. Brewer was selected for the Emory Chapter of the Order of the Coif, which admits law students who graduate in the top ten percent of their classes. He is admitted to practice in Florida, and is a member of The Florida Bar and the Orange County Bar Association. Mr. Brewer is a past member of the Board of Directors of the UCF Alumni Association, and he is a past president of the UCF Burnett Honors College Alumni Chapter.

JEFFREY S. GOETHE is a partner with the Bradenton law firm of Barnes Walker & Goethe, Chartered, where he practices in the areas of wills, trusts and estates; real estate; and guardianship. He is board certified by the Florida Bar as a specialist in the area of wills, trusts and estates. Mr. Goethe earned his B.A. degree from Maryville College and his J.D. degree from the University of Tennessee at Knoxville. He has been practicing law since 1991. Mr. Goethe has served as an adjunct professor at Manatee Community College, teaching real estate courses in the paralegal studies program. He has contributed continuing education materials for the Attorneys' Title Insurance Fund, Inc. and has served as an instructor in The Fund's Paralegal Certification and Placement Program. Mr. Goethe has presented continuing education seminars for the National Business Institute in the areas of Probate and Estate Planning since 2005. Mr. Goethe is a member of the American Bar Association (Real Property, Probate and Trust Law Section); the Florida Bar; the Florida Bar Probate Rules Committee (Tampa/St. Pete subcommittee chair 2007-2010; Committee co-vice-chair 2008-2010; Style Committee Chair 2008-2010; Chair 2010-2011); past member of the Florida Bar Special Needs of Children Committee; the Florida Bar Elder Law Section; the Florida Bar Real Property, Probate and Trust Law Section (Co-Vice Chair of the Probate Law and Procedure Committee 2009-2011; Ad Hoc Study Committee on Homestead Life Estate Issues 2008-2009); the Manatee County Bar Association; the Estate Planning Council of Manatee County; the Sarasota-Bradenton Attorneys Real Estate Council; and past member of the American Inns of Court for Manatee County. Mr. Goethe's community involvement has included service through the DeSoto Boys and Girls Club Board of Directors, the Manatee County Boys and Girls Clubs Board of Directors, the Hernando DeSoto Historical Society, and service as a catechist in the St. Joseph Catholic Church Parrish School of Religion. Mr. Goethe also served in the United States Army Reserves and the Florida National Guard from 1986 through 1992.

 GANON J. STUDENBERG limits his practice to estate planning and matters involving the administration of trusts and estates. He is a member of The Florida Bar and the U.S. Tax Court. Mr. Studenberg earned his B.S. degree in marketing, with a minor in economics, from the University of Florida, his J.D. degree from Nova Southeastern University Shepard Broad Law Center, and his LL.M. (Master of Laws in Estate Planning) degree from the University of Miami School of Law. Mr. Studenberg was an attorney with the law firm of Snyder & Snyder, P.A. in Fort Lauderdale, Florida, where he practiced in the areas of wills, trusts and estates. In 2007, he returned to his hometown of Melbourne, Florida, and opened his own law firm dedicated to providing exceptional service, expertise, and professional integrity to the community. Mr. Studenberg enjoys working with families to achieve their various estate planning objectives and goals, including succession planning for closely-held businesses, charitable giving, wealth preservation and asset protection. Additionally, he works with family members and professional fiduciaries through the probate and trust administration process and related post-mortem planning. Mr. Studenberg is a member of the Brevard County Estate Planning Council, the United Way of Brevard County Major Gifts and Endowment Committee, the Brevard County Bar Association, the Brevard Association of Human Services, and the Real Property, Probate and Trust Law Section of The Florida Bar. He is a frequent speaker on estate planning, charitable giving, tax and estate topics.

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