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Audio CD + Course Book

Trusts 101

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

77369CDRA

Audio + Course Book

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  • National Association of Legal Assistants, Inc. - 6.50
  • National Federation of Paralegal Associations, Inc.
From Event: Trusts 101, held December 2017.

Program Description

When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Gain the information you need with this comprehensive overview of the wide variety of trusts available. Order today!

Course Content

  1. Where to Begin? - An Overview of Trusts
  2. Revocable Living Trusts
  3. Trusts Used for Tax Reduction
  4. Grantor Trusts
  5. Estate Planning for the Disabled
  6. Ethical Considerations

Continuing Education Credit

Indiana Paralegal CLE – Indiana Paralegal CLE: 6.70 IN - Credit Approval Expiration 12/18/2019 *

National Association of Legal Assistants, Inc. – NALA: 6.50 N - Credit Approval Expiration 12/18/2019 *

National Federation of Paralegal Associations, Inc. – NFPA


* denotes specialty credits

Agenda / Content Covered

  1. WHERE TO BEGIN? - AN OVERVIEW OF TRUSTS
    8:30 - 10:15, Written by Gary E. Bolenbaugh. Presented by Gary E. Bolenbaugh in Indianapolis and Russell D. Millbranth in Merrillville.
    1. Main Terms Defined
    2. Major Laws Governing Creation and Administration of Trusts
    3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    4. Revocable vs. Irrevocable
    5. Determining Your Client's Planning Needs
    6. Reasons for Drafting a Trust
    7. Deciding Which Type of Trust to Use
  2. REVOCABLE LIVING TRUSTS
    10:30 - 12:00, Written by Bret S. Clement. Presented by Bret S. Clement in Indianapolis and Russell T. Paarlberg in Merrillville.
    1. Traditional Estate Planning vs. Revocable Trust Planning
    2. Credit Shelter Trusts
    3. Marital Deduction Trusts
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Funding the Trust
    6. Drafting Tips and Samples
    7. Common Mistakes to Avoid
    8. Tax Consequences
  3. TRUSTS USED FOR TAX REDUCTION
    1:00 - 1:45, Written by Bret S. Clement. Presented by Bret S. Clement in Indianapolis and Russell T. Paarlberg in Merrillville.
    1. Charitable Remainder Trusts
    2. Qualified Domestic Trusts
    3. Qualified Personal Residence Trusts (QPRTs)
    4. Defective Trusts
    5. Education Trusts for Children and Grandchildren
    6. Generation Skipping Trusts
    7. Funding the Trust
  4. GRANTOR TRUSTS
    1:45 - 2:45, Written by Russell D. Millbranth. Presented by Gary E. Bolenbaugh in Indianapolis and Russell D. Millbranth in Merrillville.
    1. What Grantor Trusts are Used for
    2. Types of Grantor Trusts
    3. Provisions Triggering Grantor Trust Status
    4. Funding the Grantor Trust - Who Is the Grantor?
    5. Drafting Tips and Samples
    6. Taxation Considerations - When to File the Return?
    7. Administrative Power
  5. ESTATE PLANNING FOR THE DISABLED
    3:00 - 3:40, Presented by Jayme E. Donnelson in Indianapolis and Russell D. Millbranth in Merrillville.
    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Drafting Tips and Samples
  6. ETHICAL CONSIDERATIONS
    3:40 - 4:40, Presented by Jayme E. Donnelson in Indianapolis and Russell T. Paarlberg in Merrillville.
    1. Who is Your Client?
    2. Confidentiality in Third Party Communications
    3. Assessing The Client's Capacity
    4. Avoiding Fraudulent Transfers
December 18 - Indianapolis

GARY E. BOLENBAUGH is a sole practitioner in Fishers, Indiana. He has practiced in multiple law office environments ranging from a small firm, Swift & Finlayson in Fort Wayne, as corporate general counsel for Independent Welding Distributors Cooperative, Inc., prior to being a sole practitioner since 2004. Mr. Bolenbaugh currently practices in the areas of estate planning and business law. He also serves as an adjunct professor at two local universities, where he teaches both graduate and undergraduate course work in law, leadership and ethics. Mr. Bolenbaugh is a graduate of the Kelley School of Business at Indiana University in Bloomington and Regent University School of Law in Virginia Beach, Virginia.

BRET S. CLEMENT is a member of the Indianapolis law firm of Ayres Carr & Sullivan, P.C., where his practice focuses on estate and business planning, tax, and corporate law. He frequently lectures to various professional groups on estate planning and tax-related subjects. As an adjunct professor of law, Mr. Clement previously taught the estate and gift tax course at Indiana University School of Law. He wrote the sales and use tax, gross income tax, inheritance tax, and property tax explanations for the Indiana Section of Research Institute of America’s State and Local Tax Service. Mr. Clement earned his B.B.A. degree, with high honors, from the University of Notre Dame and his J.D. degree, cum laude, from the University of Michigan.

JAYME E. DONNELSON is an attorney at Hess Hess & Donnelson, LLP, where she concentrates her practice in estate and long-term care planning. She is also a VA accredited attorney. Ms. Donnelson practices law in the areas of elder law, probate law, guardianships, estate planning, estate recovery, and estate and trust administration with a focus on asset preservation. She also devotes a significant portion of her practice to assisting clients with eligibility for Veterans and Medicaid benefits. Ms. Donnelson is admitted to practice in the Indiana Supreme and Appellate courts, as well as the U.S. District Court for the Southern and Northern districts of Indiana. She is a member of the national and state chapters of the National Academy of Elder Law Attorneys, ElderCounsel, and the Indiana State Bar Association (Probate, Trust & Real Property and Elder Law sections). Ms. Donnelson also serves on the Board of Directors for Meals on Wheels in Hamilton County. Ms. Donnelson earned her B.S. degree from Indiana University and her J.D. degree from Indiana University, Robert H. McKinney School of Law.

December 20 - Merrillville

RUSSELL D. MILLBRANTH is a partner with Millbranth & Bush, where he concentrates his practice in corporate law, entity development, contract negotiations, elder law, and estate planning and administration. He earned his B.A. degree from Indiana University, his master's degree from the College of William & Mary and his J.D. degree from Indiana University School of Law in Bloomington. Mr. Millbranth is a member of the Indiana State Bar Association.

RUSSELL T. PAARLBERG is a partner at Lanting, Paarlberg & Associates, LTD, whose areas of practice include estate planning, real estate and litigation. Mr. Paarlberg is a member of the following professional organizations: Illinois State Bar Association, Trust and Estates Section; Indiana State Bar Association, Probate, Trust and Real Property Section; Chicago Bar Association; South Suburban Bar Association; South Suburban Estate Planning Council; and the Lake County, Indiana, Bar Association. He is or has served on the following boards: The Bible League, The Chicago Christian Counseling Center, South Holland United Way, Village of South Holland Zoning Board of Appeals, South Holland Business Association, Cedar Lake Christian Conference Center, and The Family Life Child Development Center. Mr. Paarlberg earned his B.A. degree, cum laude, from Hope College, Holland, Michigan and his J.D. degree, cum laude, from Indiana University School of Law, Bloomington.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

Accreditation Details:

Indiana Paralegal CLE

IN INPAR: 6.70 Credit Approval Exp
12/18/2019
Includes - Ethics: 1.00
This course will qualify for 6.7 hours of distance learning continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association. No more than 3.0 hours of distance learning CLE credit may be earned during a reporting period.


National Association of Legal Assistants, Inc.

N LA: 6.50 Credit Approval Exp
12/18/2019
Includes - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.5 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.


National Federation of Paralegal Associations, Inc.

N PAR: Credit Approval Exp
12/18/2018
NBI, Inc. is a NFPA approved CLE provider.


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