We are committed to safeguarding the health of our attendees and speakers. This seminar has been moved to an online format due to public health concerns.
Provide your clients with the full spectrum of wealth preservation options.
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. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!
Determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust.
Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes.
Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of irrevocable trusts.
Explore the powers and duties of personal representatives in irrevocable trusts.
Save money on taxes with effective use of defective trusts.
Learn why it's important to know when to file the tax return for grantor trusts.
Determine whether a client qualifies as a beneficiary of a special needs trust.
Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
SAMUEL L. COLLINS is an attorney with The Estate Planning Center, where he focuses in trust and estate settlement, and wealth reception, helping families to secure all the benefits of estate planning after a death. He also leads the development and growth of the firm's elder law practice. Mr. Collins is a member of the National Network of Estate Planning Attorneys, Lifespan , and the National Academy of Elder Law Attorneys. He received his J.D. degree from Thomas M. Cooley Law School.
CURT W. FERGUSON is the president and shareholder at The Estate Planning Center. Mr. Ferguson designs and implements successful planning for all sizes of estates, from small-estate Medicaid planning to sophisticated high-net worth wealth design transfer tax planning. He is a member of LifeSpan LLC, a professional association of attorneys unreasonably committed to delivering their clients exceptional estate planning results, and innovators of Wealth Reception concepts; the National Network of Estate Planning Attorneys (charter member), and the Illinois State Bar Association (member, Trusts & Estates, Agriculture Law, and Elder Law sections). Mr. Ferguson earned his B.A. degree, magna cum laude, from Buena Vista College and his J.D. degree from The University of Texas School of Law.
ROSEMARIE H. PARKER is the owner of the Law Office of Rosemarie Heidenreich Parker. She practices in the areas of estate planning, trusts, probate, wills and estate, and real estate. Ms. Parker received her J.D. degree from Saint Louis University School of Law.
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