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

Continuing Education Credits:   

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1. WHERE TO BEGIN? – AN OVERVIEW OF TRUSTS
   8:30 - 9:30, Written by Patti S. Spencer. Presented byPatti S. Spencer in Allentown and Scott Alan Mitchell in Harrisburg.
   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
   9:30 - 10:30, Written by Scott Alan Mitchell. Presented by Charles Bender in Allentown and Scott Alan Mitchell in Harrisburg.
   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
   10:45 - 11:45, Written by Charles Bender. Presented by Charles Bender in Allentown and Stephanie Kleinfelter in Harrisburg.
   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
   11:45 - 12:45, Written by Stephanie Kleinfelter. Presented by Patti S. Spencer in Allentown and Stephanie Kleinfelter in Harrisburg.
   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
   1:45 - 2:35, Written by Dionysios C. Pappas. Presented by Dionysios C. Pappas in Allentown and Stephanie Kleinfelter in Harrisburg.
   1. Drafting Tips and Samples
   2. Taxation Considerations – When to File the Return?
   3. Administrative Power
6. ETHICAL CONSIDERATIONS
   2:35 - 3:35, Presented by Dionysios C. Pappas in Allentown and David J. Lenox in Harrisburg.
   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
   3:50 - 4:40, Written by Scott Alan Mitchell. Presented by Dionysios C. Pappas in Allentown and Scott Alan Mitchell in Harrisburg.
   1. The Types of Special Needs Trusts and Their Specific Purposes
   2. Who Can be the Beneficiary
   3. Drafting Tips and Samples

CHARLES BENDER is an attorney in the Warrington office of the law firm of Fox Rothschild LLP, where he practices in the areas of estate planning and administration. He is a frequent lecturer and writer on estate planning and administration topics for various professional groups and organizations. Mr. Bender earned his B.S.B.A. degree from Georgetown University, his J.D. degree from the University of Pennsylvania School of Law and his LL.M. degree, in taxation, from Temple University James E. Beasley School of Law. He is a member of the American, Pennsylvania and Philadelphia bar associations, the Bucks County Estate Planning Council (board member), the Bucks County Community College Foundation (board member) and the Philadelphia Estate Planning Council. Mr. Bender is admitted to practice in Pennsylvania, New Jersey and Florida.

DIONYSIOS C. PAPPAS is an attorney in the Bethlehem and Plymouth offices of the law firm Vasiliadis & Associates. He practices in the areas of elder law, trust and estate planning and administration, and veterans' benefits. Most recently, he contributed as a writer and lecturer for the April 2007 Pennsylvania Bar Institute program "Representing an Individual Entering a Nursing Home" in Philadelphia and Mechanicsburg, and for the July 2007 Pennsylvania Bar Institute's “10th Annual Elder Law” program in Hershey. Mr. Pappas is admitted to practice law in Pennsylvania and New Jersey. Mr. Pappas is a member of the Pennsylvania Bar Association (Elder Law Section; Real Property, Probate and Trust Section); the Northampton County Bar Association (Elder Law Committee, Estate and Trust Law Committee, Tax Law Committee, Young Lawyers Division); the Lehigh County Bar Association (Tax Law Practice Committee, Community Service Committee, Young Lawyers Committee); the National Academy of Elder Law Attorneys; and the Philadelphia Estate Planning Council. Mr. Pappas earned his B.A. degree, magna cum laude, from Temple University and his J.D. degree from Temple University James E. Beasley School of Law. While attending law school, he served an internship in 2003 as a law clerk to the Honorable George Koudelis of the Delaware County Court of Common Pleas, 32nd Judicial District for the Commonwealth of Pennsylvania.

PATTI S. SPENCER is an attorney with the Spencer Law Firm, in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column, "Taxing Matters," appearing in the Lancaster Intelligencer Journal's Business Monday Section. She also has written, Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, 2007, and Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues, AuthorHouse, 2005. Ms. Spencer earned her B.A. degree from Dickinson College, her J.D. degree and her LL.M. post-graduate law degree in taxation from Boston University School of Law. She is a fellow of the American College of Trust and Estate Counsel.

STEPHANIE KLEINFELTER is a partner in the Harrisburg law firm of Keefer Wood Allen & Rahal, LLP, where she practices in the areas of trusts and estates, wills, probate, taxation, business planning and orphans' court litigation. She has lectured on estate planning topics for National Business Institute, the Pennsylvania Bar Institute and for the Pennsylvania Bankers Association. Ms. Kleinfelter is a member of the American, Pennsylvania and Dauphin County bar associations. She earned her B.S. degree from Shippensburg University and her J.D. degree from Widener University.

DAVID J. LENOX is a partner in the Dillsburg law firm of The Wiley Group, Attorneys at Law, where his areas of practice include estate planning and elder law. Mr. Lenox has spoken for various professional groups on his areas of practice. He is a member of the York County, Cumberland County and Pennsylvania bar associations. Mr. Lenox earned his B.A. degree from Mount St. Mary's College and his J.D. degree from Dickinson School of Law.

SCOTT ALAN MITCHELL is an attorney with the law firm of McNees Wallace & Nurick LLC, where he practices in the areas of elder law, estate planning, estate administration, general business, real estate and nonprofit work. He is a member of the Lancaster County and Pennsylvania bar associations, the Lancaster County Estate Planning Council and the National Academy of Elder Law Attorneys. Mr. Mitchell earned his B.A. degree, cum laude, from Millersville University and J.D. degree from Regent University.

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