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2020 Drafting the Trust & Avoiding Common Mistakes, 9/8/2020 12:00:00 AM CDT, Self-Study More info »
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2020 Drafting the Trust & Avoiding Common Mistakes


Total Credits: 1.0 MCLE, 1.0 Kansas Credit

Practice Area:
Trusts, Estate Planning & Probate
License:
Access for 1 year(s) after program date.

Dates

Price


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 LLP, Liberty
Rebroadcast Moderator: 
Deborah Deuster, City of St. Louis Counselor's Office, St. Louis 

Materials

Faculty

Susan Teson's Profile

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Susan B. Teson is Of Counsel with Kirkland Woods & Martinsen LLP. Recently retired from UMB Bank as Chief Fiduciary Officer, she is also an adjunct professor at UMKC Law School teaching estate planning/drafting and has been a member of the Missouri Bar since 1982, receiving her J.D. from UMKC.


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