Trusts are the essential building block of every estate plan. Do you know exactly when and how they're used for the best effect? This legal guide will walk you through the comparative analysis of revocable and irrevocable trusts from creation through administration, tax consequences, and main uses. Build your trusts knowledge - register today!
Explore the best uses for specific irrevocable trusts.
Compare revocable living trusts and wills.
Clarify key tax reporting differences between revocable and irrevocable trusts.
Examine events that trigger conversion from revocable to irrevocable.
Get a glimpse of specialized uses of irrevocable trusts, including Medicaid and life insurance planning.
Trust Law: Key Terms and Concepts
Revocable Trusts: Types of Trusts and Their Uses
Irrevocable Trusts: Top Structures and Their Uses
Tax Consequences, Treatment and Reporting: Revocable vs. Irrevocable
Trust Administration Differences
Mistakes When a Revocable Trust Becomes Irrevocable
Stephen B. Keogh is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut and American bar associations; and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, a member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and a past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine. Mr. Keogh was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly in April 2012.
Travis R. Weaver is a partner with the Weaver Firm, where he offers deep legal knowledge and strong personal commitment to helping obtain nursing home benefits, protect assets through a will, claim ownership of inherited property or cash, and negotiate business transactions. Mr. Weaver is a member of the National Academy of Elder Law, the State Bar of Texas, the Tarrant County Bar Association, the Tarrant County Probate Bar Association, the Denton County Bar Association and the Wise County Bar Association. He earned his B.A degree from Texas A & M University, his M.B.A. degree from Texas Tech University and his J.D degree from Texas Tech University School of Law.
Michael G. Zapson is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in the areas of commercial and estate litigation, real estate and zoning. Mr. Zapson represents real property owners, national companies, developers, purchasers, REITs, lenders and brokers. He regularly deals with Estate and Probate Tax issues. Mr. Zapson also assists with Estate Planning Tax issues. He is a member of the Long Beach Lawyer's Association, the Nassau County Bar Association, and the Association of the Bar of the City of New York. Mr. Zapson is admitted to practice in New York, Washington D.C, and the U.S. District Courts for the Southern, Eastern and Northern districts of New York. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.
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