Trusts are the most powerful tool in estate and disability planning, but meticulous care must be taken at formation to ensure they work as intended. In this engaging course, faculty will take you through the initial steps of trust creation and share the precise trust language they use to ensure grantors' intent is carried through. Register today!
Get a practical update on the laws governing trusts.
Walk through the key decision-making process involved in trust formation.
Come away with sample trust language you can use immediately.
Predict how specific trust language will affect administration in the long run.
Trusts Overview and Client Intake
Revocable Trust Formation Plus Pourover (With a Sample Trust)
Irrevocable Trust Structures and Essential Elements (With Sample Trust Language)
JULIANNE B. NAFF is an attorney with Anderson, Desimone & Green, P.C., where her practice is exclusively devoted to estate planning, elder law, estate and trust administration, and guardianship. Ms. Naff is a member of the Virginia State Bar, the Trusts & Estates and Elder Law sections of the Virginia Bar Association, and the National Academy of Elder Law Attorneys (NAELA). Locally, she is treasurer of the Virginia Women Attorneys Association, Roanoke Chapter and is a member of the Roanoke Bar Association. Ms. Naff earned her B.S. degree, cum laude, from Virginia Tech and her J.D. degree from the Charleston School of Law. She is a frequent guest speaker on topics such as estate planning, elder law, long term care planning, guardianship, and special needs.
KIMBERLY MARTIN TURNER is an attorney and principal of The Law Office of Kimberly Martin Turner, PLLC, based in Arlington, Virginia. She concentrates her practice on estate planning, and trust and estate administration in Virginia, Maryland, and the District of Columbia. Ms. Turner drafts wills, trusts, asset agreements, and related instruments. She handles all aspects of estate and trust administration, including probate, accountings, and the preparation and review of estate and fiduciary tax returns. Ms. Turner also serves as counsel to executors and trustees and represents fiduciaries in probate courts in Virginia, the District of Columbia, and Maryland.
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