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.
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
9:10 Transfer Tax Considerations
10:15 Non-tax Considerations
11:00 Anatomy of a Trust
12:15 Use of Particular Types of Trusts
1:00 Ethical Considerations
Attorneys, paralegals, and trust professionals interested in basic trust
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)