Provide Your Clients with the Full Spectrum of Trust Options
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. 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!
Learn what not to do when selecting and drafting a 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 trusts.
Save money on taxes with effective use of 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.
Trust Overview: Legislative Update, Key Parties, Terms and More
The Trust Lifecycle: Procedures and Pitfalls
Revocable Living Trusts: Drafting, Operation and Termination
Using Trusts to Reduce Taxes
Grantor Trusts: Drafting, Operation and Termination
JOHN R. BEDOSKY is of counsel to Hinman, Howard & Kattell, LLP, active in its estate planning practice group, and is a senior consultant with The Lustig Group, LLC. He has extensive experience representing individual and business clients in a variety of estate planning matters, including business succession planning; family wealth accumulation; preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas, and William Mitchell College of Law; an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management; and a visiting professor of law at William Mitchell College of Law. He earned his B.S. degree, magna cum laude, from Villanova University, and his J.D. degree, magna cum laude, Syracuse Law Review, from Syracuse University College of Law. Mr. Bedosky earned his L.L.M. (estate planning) from the University of Miami School of Law.
LAUREN SHERRELL KAYWOOD is a senior vice president in trust services at Pinnacle Bank. Ms. Kaywood's role as trust advisor allows her to serve a variety of traditional trust and estate clients, as well as clients that require wealth management services. She has a deep commitment and interest in counseling clients in a variety of wealth, inheritance, probate, tax, and other end of life issues. Ms. Kaywood helps families and individuals effectively manage their assets and pass their wealth to children as efficiently as possible. She is a member of the Tennessee Bar Association and the Chattanooga Bar Association, and sits on the board of the Young Lawyer's Division of the Chattanooga Bar Association. Ms. Kaywood earned her undergraduate degree and M.B.A. degree from the University of Tennessee at Chattanooga and her J.D. degree from the University of Tennessee School of Law.
R. LANCE PRUITT is a family wealth director and senior vice president with the wealth management team of Venable Cantey Pruitt & Sexton. Mr. Pruitt is a financial advisor. He provides consultation and solutions to clients in the areas of estate planning, asset protection and business succession planning. Prior to his current employment, Mr. Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration and corporate law. He also is an adjunct professor at Tusculum College. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, J.D. degree from Southern Illinois University School of Law, and LL.M. degree in taxation from the University of Missouri-Kansas City School of Law.
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