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. 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. Successfully Navigating the Tax Aspects of Trusts
5. How to Administer a Trust Appropriately

1. ESSENTIAL KNOWLEDGE FOR WORKING WITH TRUSTS
   9:00 - 10:15, William J. Dutel
   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
   10:30 - 11:45, Eric M. Schorr
   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
   12:45 - 2:00, William J. Dutel
   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. SUCCESSFULLY NAVIGATING THE TAX ASPECTS OF TRUSTS
   2:15 - 3:30, Carl S. Goode
   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
5. HOW TO ADMINISTER A TRUST APPROPRIATELY
   3:30 - 4:30, Carl S. Goode
   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

WILLIAM J. DUTEL is the owner of Dutel Law Firm. Mr. Dutel focuses his practice in estate planning, trusts and successions as well as succession and trust litigation. He has more than 25 years of experience in handling successions and trusts and also has a great deal of experience with trust litigation. Mr. Dutel has previously lectured to various groups on his areas of practice, including speaking at the annual meeting of the American Bar Association on new forms of lending. He earned his B.S. degree from the University of New Orleans and his J.D. degree from Tulane University School of Law. Mr. Dutel is a member of the Covington, Louisiana State and American bar associations.

CARL S. GOODE is a member of Seale & Ross, P.L.C., where he practices in the areas of taxation, estate planning, elder law and special needs trusts. Mr. Goode is a board certified tax law and estate planning and administration specialist by the Louisiana Board of Legal Specialization. He earned his B.S. degree from Louisiana State University, his LL.M. degree from Washington University and his J.D. degree from Louisiana State University Law School. Mr. Goode is a member of the Louisiana State Bar Association (member, Taxation Section, Immovable Property and Probate Section), the American Bar Association (member, Taxation Section), The Missouri Bar and the National Academy of Elder Law Attorneys. He has been selected as a 2010 and 2011 Louisiana Super Lawyer.

ERIC M. SCHORR is an attorney in the New Orleans office of Sessions, Fishman, Nathan & Israel, L.L.P. He is certified by the Louisiana Board of Legal Specialization as a specialist in estate planning and estate administration. Mr. Schorr practices primarily in the areas of trusts, estate planning and probate. He received his undergraduate degree, cum laude, from Tulane University and his J.D. degree from the Loyola University School of Law where he graduated third in his division. Mr. Schorr served on the editorial board of the Loyola University Journal of Public Interest Law as the articles editor, and was a founding member of the Maritime Law Society and the Delta Theta Phi International Legal Fraternity. He has received several awards for law excellence in the areas of federal taxation of wealth transmission and federal income taxation. Prior to joining the firm, Mr. Schorr had a successful career in the financial services industry as a general securities principal where he acquired an in-depth understanding of investments and financial planning as well as securities regulation. Mr. Schorr is also an approved FINRA Dispute Resolution Arbitrator. He is a member of the New Orleans, Louisiana State, American and Federal Bar associations, and is admitted to practice before all Louisiana state and federal courts, the U.S. Fifth Circuit Court of Appeals and the U.S. Supreme Court.

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