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2019 Trusts Workshop

Product Details:
This workshop offers real-life client scenarios to explore 6 types of trusts. Workshop includes a total of 6 sessions: Revocable Trusts with Pour Over Wills, Irrevocable Income Only Trusts, VA Trusts, Trusts to Hold Retirement Funds, When Beneficiary Is A Minor,Irrevocable Life Insurance Trusts and Special/Supplemental Needs Trusts. Total runs at approximately 9 hours.
$455.00
$755.00
$755.00

Advanced Issues in Pre-Mortem Estate Planning 2019

Product Details:
This session includes a discussion of the advice to give clients on advanced issues regarding wills, trusts, and durable general or financial powers of attorney as well as address the drafting of such documents. Presented by Michael Amoruso
$99.00
$199.00
$199.00

Allowable Distributions for Special Needs Trusts (2012)

Product Details:
Whether you're advising a trustee of a special needs trust or acting as trustee, navigating the rules surrounding allowable distributions can be challenging. This session explores how to use those rules to get your beneficiaries the help and support they need without losing their Medicaid or SSI benefits. Presented by Thomas D. Begley Jr., CELA and Kristen L. Behrens, Esq. as part of the National Aging and Law Institute.
$0.00
$129.00
$129.00

Creative Planning with an ABLE Account (2018)

Product Details:
In this session, participants will consider the potential relationship between special needs trusts (first and third party) and an ABLE account. We'll discuss what drafting language is necessary in a special needs trust that will provide for funding an ABLE account and how best to administer the two together to maximize the benefit to the beneficary. Presented by: Brian Neal Rubin, Esq.
$0.00
$199.00
$199.00

Decanting: When Your State Doesn't Have a Decanting Statute (2015)

Product Details:
Reviews options and methods to decant special needs trusts along with practical analysis regarding its usefulness when advising beneficiaries and trustees of special needs trusts. Presented by Crystal West Edwards, CELA, Schneck, Price, Smith & King, LLP
$0.00
$199.00
$199.00

Decanting-Fiduciary's Tool for Needs Based Assistance (2011)

Product Details:
From the National Aging & Law Institute. Learn practical tips on using a trustee's "decanting" power to modify irrevocable trusts to preserve eligibility for needs-based assistance and a brief discussion on pre-mortem probate statutes. Approx. 75 mins. Presented by Bethann Boudah Chapman, Esq.
$0.00
$119.00
$119.00

Designing Irrev. Trusts For Medicaid and Tax Planning (2010)

Product Details:
Session from November 2010 Advanced Fall Institute San Diego, CA. Learn to distinguish counseling from science while creating your formula for success in retaining and servicing clients. Presented by David Zumpano. 1 hour 14 minutes.
$0.00
$119.00
$119.00

Do Trusts For Married Clients Need Portabililty? (2017)

Product Details:
Is portability always desirable? How do you determine whether all A/B trusts should be restated and replaced with these provisions? Are there non-tax reasons to consider in drafting a married trust? Presented by Dennis M. Sandoval, CELA, Fellow
$0.00
$199.00
$199.00

Domestic Asset Protection (2014)

Product Details:
Almost always, trusts should provide asset protection whether they are created for other people, or for the grantor. This presentation will cover the most efficient ways to achieve that asset protection, including avoiding the adverse effects of the recent Huber decision. It also will include a detailed discussion about how estate tax inclusion can be avoided for a self-settled trust. Presented as part of the 2014 Annual National Conference by Jonathan Blattmachr, Esq.
$0.00
$129.00
$129.00

Drafting In A Time Of Uncertainty (2010)

Product Details:
Session from November 2010 Advanced Fall Institute. Learn how to accomodate law changes so that your trusts can survive in 2011 and beyond. Presented by Jennifer Vanderveen. 1 hour.
$0.00
$119.00
$119.00