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
|Drafting the Trust and Avoiding Common Mistakes Presentation (661.4 KB)||Available after Purchase|
|Faculty Bios (12.8 KB)||Available after Purchase|
|MCLE Form (159.9 KB)||Available after Purchase|
|MOLAP Information (215 KB)||Available after Purchase|
|Important Information for Attorneys Seeking Kansas Credit (58.6 KB)||Available after Purchase|
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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