Agenda / Content Covered

1. Trusts Overview and Client Intake
   1:00 — 1:45, Johanna Pickel
   1. State and Federal Laws Governing Trust Creation
   2. Parties to a Trust: Their Duties and Responsibilities
   3. Determining Your Client's Needs and Reasons for Drafting a Trust
   4. State and Local Tax and Property Laws Affecting Trust Drafting
   5. Situs and Jurisdiction Issues, Out-of-State Property
2. Revocable Trust Formation Plus Pourover (With a Sample Trust)
   1:45 — 2:30, Johanna Pickel
   1. Revocable Trust Structures and Uses
   2. Choice of Trustee(s)
   3. Key Provisions Walkthrough
   4. Common Drafting Mistakes
3. Irrevocable Trust Structures and Essential Elements (With Sample Trust Language)
   2:45 — 3:30, Johanna Pickel
   1. Unique Features of Irrevocable Trusts
   2. When (and How) to Use Specialized Trusts (SNTs, Miller Trusts, DAPTs, IRA Trusts, etc.)
   3. Trust Language Review
   4. When Irrevocable Trust Becomes Revocable
4. Top Powerhouse Provisions (With Sample Language)
   3:30 — 4:15, Johanna Pickel
   1. Spendthrift
   2. Asset Protection
   3. Medicaid Eligibility
   4. Crummey Powers
   5. Charitable
   6. Intentionally Defective Trusts

Accreditation Details:

JOHANNA A. PICKEL is an attorney in Kalispell who practices with Astle & Astle Law Firm, PLLC. Her practice focuses in the areas of estate planning, elder law, special needs planning, probate, and estate and trust administration. Ms. Pickel is a member of the National Academy of Elder Law Attorneys (NAELA), past chair of the Elder Law Section of the State Bar of New Mexico, and past division chair of the Trust and Estate Division of the Real Property, Estate and Trust Section of the State Bar of New Mexico. She earned her undergraduate degree from the University of Montana and her Master of Arts degree in special education from New Mexico State University. Ms. Pickel earned her J.D. degree from the University of New Mexico School of Law and her LL.M. degree in estate planning and elder law from Western New England University School of Law.