When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Gain the information you need with this comprehensive overview of the wide variety of trusts available. Order today!

1. Where to Begin? – An Overview of Trusts
2. Revocable Living Trusts
3. Irrevocable Life Insurance Trusts
4. Trusts Used for Tax Reduction
5. Grantor Trusts
6. Ethical Considerations
7. Estate Planning for the Disabled

1. WHERE TO BEGIN? – AN OVERVIEW OF TRUSTS
   8:30 - 9:15, David J. Correira and Eric D. Correira
   1. Main Terms Defined
   2. Major Laws Governing Creation and Administration of Trusts
   3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
   4. Revocable vs. Irrevocable
   5. Determining Your Client's Planning Needs
2. REVOCABLE LIVING TRUSTS
   9:15 - 10:25, David J. Correira and Eric D. Correira
   1. Traditional Estate Planning vs. Revocable Trust Planning
   2. Credit Shelter Trusts
   3. Marital Deduction Trusts
   4. Qualified Terminable Interest Trusts (QTIPs)
   5. Drafting Tips and Samples
   6. Common Mistakes to Avoid
3. IRREVOCABLE LIFE INSURANCE TRUSTS
   10:40 - 11:40, David J. Correira and Eric D. Correira
   1. Types of Irrevocable Trusts and Purposes They Serve
   2. Drafting Tips and Samples
   3. Common Pitfalls to Avoid
   4. The Role of Independent Fiduciary
   5. Challenge of Trust as a Separate Taxpayer and Associated Costs
4. TRUSTS USED FOR TAX REDUCTION
   12:40 - 1:55, David J. Correira and Eric D. Correira
   1. Charitable Remainder Trusts
   2. Qualified Domestic Trusts
   3. Qualified Personal Residence Trusts (QPRTs)
   4. Defective Trusts
   5. Education Trusts for Children and Grandchildren
   6. Generation Skipping Trusts
5. GRANTOR TRUSTS
   1:55 - 2:40, David J. Correira and Eric D. Correira
   1. Drafting Tips and Samples
   2. Taxation Considerations – When to File the Return?
   3. Administrative Power
6. ETHICAL CONSIDERATIONS
   2:55 - 3:55, David J. Correira and Eric D. Correira
   1. Who is Your Client?
   2. Confidentiality in Third Party Communications
   3. Assessing The Client's Capacity
   4. Avoiding Fraudulent Transfers
7. ESTATE PLANNING FOR THE DISABLED
   3:55 - 4:40, David J. Correira and Eric D. Correira
   1. The Types of Special Needs Trusts and Their Specific Purposes
   2. Who Can Be the Beneficiary
   3. Drafting Tips and Samples

DAVID J. CORREIRA is the managing partner of Correira & Correira LLP, a full service trusts and estates firm with offices in Boston and Swansea, Massachusetts; Newport and Providence, Rhode Island; and Naples, Florida. He is a nationally recognized estates and trusts lawyer with more than two decades of experience litigating conservatorships, wills, estates and trusts, and guardianship cases. Mr. Correira has appeared pro hac vice in several states to handle such litigation. He has consulted with colleagues overseas on international succession and tax matters and U.S. domicile, specifically for clients in Brazil, Canada, China, Egypt, Florida, Germany, Switzerland and the United Kingdom. Mr. Correira has been consulted by lawyers across the country on various issues related to trusts and estates. He is admitted in Massachusetts and Rhode Island. Mr. Correira is a past president of the Bristol County Estate Planning Council and a member of the Boston Estate Planning Council, the Norfolk & Plymouth Estate Planning Council, the Rhode Island Estate Planning Council, the Planned Giving Council of Rhode Island, the Taxation and Probate sections of the Massachusetts Bar Association, and the Real Property and Trust Section of the American Bar Association. Mr. Correira is widely published on various areas of estate taxes, probate administration and disability planning, and has written many articles for Estate Planning, the leading practitioner journal. He has written two chapters for the Estate & Personal Financial Planners Series issued by West Law Publishing and has been recognized nationally as an innovator in the use of technology in the practice of law. Mr. Correira is a frequent speaker for the American, Massachusetts and Rhode Island bar associations, and several continuing legal education organizations, including the National Academy of Elder Law Attorneys and Massachusetts Continuing Legal Education Inc. The latter organization has published his articles in its Best of MCLE Journal. Mr. Correira earned his B.A. degree from Bridgewater State College in Massachusetts, his Master of Public Administration degree from the University of Rhode Island, and his J.D. degree from the New England School of Law in Boston. Mr. Correira is an active member of the advanced legal studies faculty at Suffolk University Law School and is an adjunct faculty member at the New England School of Law in Boston. He has been rated as one of the top five estate planning lawyers in Southern New England by a regional publication and is listed in Super Lawyers.

ERIC D. CORREIRA is a partner in the law firm of Correira & Correira LLP, a full service trusts and estates firm with offices in Boston and Swansea, Massachusetts; Newport and Providence, Rhode Island; and Naples, Florida. He concentrates his practice in tax litigation, international taxation and estate planning. Mr. Correira also manages the firm's legal technology functions. He is a member of The Florida Bar, and the Massachusetts, Rhode Island, Newport County, Bristol County, Collier County and American bar associations. Mr. Correira earned his B.A. degree from The George Washington University, and his J.D. and LL.M. degrees from Villanova University School of Law.

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