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Self-Study

2020 Drafting the Trust & Avoiding Common Mistakes


Total Credits: 1.0 Self Study

Practice Area:
Trusts, Estate Planning & Probate
Format:
Audio and Video
License:
Access for 1 year(s) after purchase.


Description

This presentation will discuss the key elements of drafting a revocable trust and common drafting mistakes regarding dispositive provisions, administrative provisions and succession of trustee issues. The presenter has reviewed and commented on thousands of estate planning documents and will share her tips for drafting a revocable trust to carry out the grantor's intent and which is administrable by the trustee. 

What you will learn: 

  • Finding and using good estate planning forms and drafting taking into account the Uniform Trust Code 

  • Coordinating the revocable trust with other estate planning documents 

  • Remembering provisions for payment of debts, taxes and administrative expenses 

  • Focusing on dispositive provisions which are the "heart of the estate plan" from the client's perspective 

  • Understanding trust boilerplate provisions and why they are important to trustees 

Speaker: Susan B. Teson, Kirkland Woods & Martinsen LLPLiberty 

 

Self-study does not qualify for Kansas credit.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.

Materials

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