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 - 9:45, Michael P. Morley
   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
   9:45 - 10:45, Michael P. Morley
   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
   11:00 - 12:15, Michele K. Keith
   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, Lisa Montoni Garvin
   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, Michele K. Keith
   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, Lisa Montoni Garvin
   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

MATTHEW F. KADISH is an attorney and shareholder in the Cleveland law firm of Kadish, Hinkel & Weibel. His practice covers a wide range of tax-related areas, including choice of entities, estate planning and business succession, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. He has spoken nationally on various tax-related topics, has testified at the invitation of the U.S. Senate Finance Committee on tax relief for small businesses, and serves as the Co-Vice President of Legislation for the Small Business Council of America. He is a fellow of the American College of Trust and Estate Counsel (ACTEC), and has been recognized by Best Lawyers in America (Tax and Trusts & Estates) and as an Ohio Super Lawyer. He formerly served as an attorney-advisor to Judge Herbert L. Chabot of the U.S. Tax Court, and received his LL.M. degree in taxation from New York University School of Law, his J.D. degree from Case Western Reserve University School of Law, and his B.A. degree from Williams College. Prior to practice in Cleveland, he practiced in Honolulu, Hawaii, and in Washington, D.C.

LISA MONTONI GARVIN is an attorney in the Cleveland office of Hickman & Lowder Co. L.P.A. Ms. Montoni Garvin focuses her practice on advising individuals and families in the areas of guardianships, elder law, estate and special needs planning, and estate and trust administration. She has written articles and spoken on the topics of Ohio's Medicaid Estate Recovery program, guardianship and surrogate decision-making, the legal aspects of aging, and special needs planning. Ms. Montoni Garvin is a member of the National Academy of Elder Law Attorneys, and the American, Cleveland Metropolitan, Lake County, and Ohio bar associations. She earned her B.S. degree, cum laude, from John Carroll University and her J.D. degree from the Louis D. Brandeis School of Law at the University of Louisville.

MICHAEL P. MORLEY is an attorney in the Akron law firm of Brennan, Manna & Diamond, LLC, where he practices in the areas of estate planning and estate administration. He has lectured to the Ohio State Bar Association and various local professional groups on estate planning issues. Mr. Morley earned his B.S.Ed. degree, cum laude, from Miami University, his J.D. degree from the University of Cincinnati and his LL.M. degree from Capital University. He is a member of the Akron and Ohio State (Probate, Trust and Estate Planning Section) bar associations and is the past president of the North Central Ohio Estate Planning Council. Mr. Morley also is a member of the Tax and Estate Planning Council of Akron.

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