Provide Your Clients with the Full Spectrum of Trust Options
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!
Learn what not to do when selecting and drafting a trust to avoid common mistakes.
Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of trusts.
Save money on taxes with effective use of trusts.
Determine whether a client qualifies as a beneficiary of a special needs trust.
Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
Trust Overview: Legislative Update, Key Parties, Terms and More
The Trust Lifecycle: Procedures and Pitfalls
Revocable Living Trusts: Drafting, Operation and Termination
Using Trusts to Reduce Taxes
Grantor Trusts: Drafting, Operation and Termination
Stephen E Diamond is a partner in the law firm of Stenger, Diamond & Glass, LLP. He practices primarily in the areas of estate planning and administration, business formation and transactions, real estate, and elder law issues. Mr. Diamond is past chairman of and current legal counsel to the Dutchess County Regional Chamber of Commerce, and a past member of the Board of Directors of The Community Foundation of Dutchess County. He is a frequent lecturer on the topics of estate and retirement planning, and elder law issues. Mr. Diamond is admitted to practice in New York, Florida, and Massachusetts. He earned his J.D. degree from Pepperdine University and his LL.M. degree in taxation from the University of Florida.
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.
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