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Trust Drafting: Fundamentals and Technicalities WI102309

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Price: $225.00
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CBA members must log in to the website to access our self-study CLE resources for free. Non-members should call (844)469-2221 to learn how to gain access to these free resources.

This product includes audio files and electronic materials for the “Trust Drafting: Fundamentals and Technicalities" CLE, presented on October 23, 2009.

To track self-study credits for this program, CBA members must log in to access their Professional Development Journal in their profile.

Trust Drafting: Fundamentals and Technicalities

Program Time
4.0 Hours


Presented by: Estates and Probate Section

About the Program
This course is designed to complement "Drafting Your Client’s Will: Fundamentals and Technicalities,” scheduled for October 16, 2009. You will learn the tax advantages and pitfalls of trusts as well as how to provide for children and protect against creditors. 
Topics include:

  • Anatomy of a trust
  • Revocable vs. irrevocable
  • Inter vivos vs. testamentary
  • The technicalities
  • Tax pitfalls to avoid
  • Estate planning trusts
  • Tax advantages
  • Trusts for children
  • Life insurance trusts
  • Ethical concerns
  • Funding the trust 

Program Faculty
John R. Ivimey, Reid and Riege PC, Hartford 
Barbara A. Taylor, Reid and Riege PC, Hartford


Who Should Purchase
Attorneys, paralegals, and trust professionals interested in basic trust drafting.