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)
This program may qualify for up to 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.
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.
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