Drafting Different Types of Trusts for Estate Planning

In this program, the speaker will introduce the topic of using trusts in estate planning by first discussing various types of trusts, why trusts are typically used, and the parties and documentation involved in creating a trust. We will then cover how trusts are drafted and common provisions that most trust documents contain. Finally, well look at a number of specific provisions that can be included in trusts to add flexibility and carry out a clients intent. After attending this presentation, attendees should have a better understanding of the various types of trusts and how they are commonly used as part of an estate plan. Additionally, attendees will learn what provisions are important to include in the trust document and be introduced to how trusts operate.

Who Is This Course For?

This course is designed for attorneys, financial planners, estate advisors, and anyone interested in understanding trusts and how they are used in estate planning.

Requirements

There are no prerequisites for this course. However, a basic understanding of estate planning concepts is beneficial.

What You Will Learn

• Different types of trusts.
• Why trusts are used in estate planning.
• The parties and documentation involved in creating a trust.
• How trusts are drafted.
• Common provisions that most trust documents contain.
• Specific provisions that can be included in trusts to add flexibility.
• How trusts operate.

After Completing This Course You Will Be Able To

• Draft trusts correctly and effectively.
• Identify the appropriate type of trust for a clients needs.
• Include important provisions in the trust document.
• Explain how trusts operate to clients.

Course Costs

The cost of the course is $149.00.

What Is Included?

• Instructional videos.
• Downloadable course materials.
• Certificate of completion.