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WI102309 Trust Drafting: Fundamentals and Technicalities

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Price: $225.00
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Product includes audio files for the "Trust Drafting: Fundamentals and Technicalities" CLE, presented on October 23, 2009. Audio files, course materials, seminar evaluation form, and Verification Affidavit will be sent electronically once payment is processed.
For CLE credit, record the codes heard in the course audio on the Verification Affidavit and submit the document to the CBA in accordance with the instructions in the document.

Trust Drafting: Fundamentals and Technicalities

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

Program Schedule: 
9:00 Introduction
9:10 Transfer Tax Considerations
10:15 Non-tax Considerations
10:45 Break
11:00 Anatomy of a Trust
12:15 Use of Particular Types of Trusts
1:00 Ethical Considerations

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

This seminar is appropriate for both newly admitted and experienced attorneys.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE.

CLE Credit: 4.0 Hours (includes 0.5 hour ethics credit)