The Basics of Trusts

The Basics of Trusts

Courses Tabs

Overview
CLE Hours: 
1.0
CLE Credit: 
Substantive
Course Level: 
Basic
Fees: 
$39 for Members and $59 for Nonmembers
Course Materials: 
Conference recording and a PDF of the PowerPoint slides

This on-demand webinar is comprised of three sections. First, the presenter will discuss the basics of trusts. Who makes a good trustee? How do trusts work in everyday life? When do trusts fail? Secondly, the implementation of trusts will be reviewed. Common funding challenges will be analyzed. Fiduciary accounting, trust litigation, and strategies for trust dispute scenarios will be discussed. Thirdly, the presenter will outline drafting challenges and errors which arise in drafting trusts. This course will provide a strong refresher on trusts, but will have substantive intermediate content on the challenges and opportunities that trusts create for clients.

Instructor: 
Course Year: 
2017