The event will be held on November 02, 2021. The recording will be accessible by November 16, 2021 and you will receive an email when the course becomes available in your online account.
Master Key Elements of Trust Creation
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)
R. LANCE PRUITT is a family wealth director and Sr. vice president with the wealth management team of Venable Cantey Pruitt & Sexton. Mr. Pruitt is a financial advisor. He provides consultation and solutions to clients in the areas of estate planning, asset protection, and business succession planning. Prior to his current employment, Mr. Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law. He also is an adjunct professor at Tusculum College. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree in taxation from the University of Missouri-Kansas City School of Law.
KARL D. WARDEN is a sole practitioner in Nashville, where he practices in the areas of elder law, estate planning, business law, business litigation, and civil law. He has been practicing law for more than 30 years, and has lectured for professional groups on matters related to estate planning and elder law. Mr. Warden is admitted to practice in Tennessee. He earned his B.A. degree from Vanderbilt University, his J.D. degree from West Virginia University College of Law, and his LL.M. degree from George Washington University Law School. Mr. Warden is a member of the Nashville Bar Association, a recipient of the CLE Excellence Award, and a fellow of the Nashville Bar Foundation.
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