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 LLP, Liberty
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.
|Drafting the Trust & Avoiding Common Mistakes Presentation (665.9 KB)||Available after Purchase|
|Faculty Bios (12.8 KB)||Available after Purchase|
|MOLAP Information (1.2 MB)||Available after Purchase|
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