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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.
Fundamentals and Technicalities
Presented by: Estates and Probate Section
About the Program
This course is designed to
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.
- 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
John R. Ivimey, Reid and Riege PC, Hartford
Barbara A. Taylor, Reid and Riege PC, Hartford
Attorneys, paralegals, and trust professionals interested in basic trust