Trust Types and Client Intake

Agenda / Content Covered

1. Trusts Overview: Laws, Principles, Main Parties
   2:00 - 3:00, Douglas A. Fendrick
   1. Laws Governing Trusts Creation and Administration
   2. The Roles and Rights of the Main Parties
   3. Wills vs. Trusts
   4. Revocable vs. Irrevocable
2. Client Intake: Key Questions, Documents, Goal Setting, Red Flags
   3:00 - 4:00, Douglas A. Fendrick
3. Main Trust Structures and Their Uses
   4:15 - 5:15, Douglas A. Fendrick
   1. Simple Revocable Trusts to Plan out Distributions
   2. Trusts Used for Tax Planning
   3. Trusts Used in Disability and LTC Planning
   4. Asset Protection Trusts
   5. Life Insurance Trusts
   6. Special Use Trusts

Accreditation Details:

Douglas A. Fendrick maintains his law office of Fendrick Morgan, in Voorhees, New Jersey. His practice concentrates in the areas of estate planning, elder law and estate administration. Mr. Fendrick is admitted to practice in New Jersey and Pennsylvania, and before the U.S. Tax Court. He is a certified elder law attorney through the National Elder Law Foundation, an accredited estate planning specialist through the American Bar Association, and a certified public accountant. Mr. Fendrick is accredited by the Veterans Administration to counsel clients regarding veterans benefits. He was a former trial attorney with the Office of Chief Counsel, Internal Revenue Service in Philadelphia, Pennsylvania. Mr. Fendrick is a member of the Camden County and Burlington County bar associations, as well as the South Jersey Estate Planning Counsel. He earned his B.S. degree, cum laude, from Rider University, his J.D. degree from Rutgers University School of Law and his LL.M degree from Temple University.