Trust Planning and Drafting Techniques

Trusts have evolved into one of the most useful strategies in creative estate planning, and innovative practitioners are constantly pushing the envelope to make them even more effective. Trusts are remarkably versatile and can produce extraordinary results in terms of asset preservation and control and the avoidance of death and inheritance taxes. The opportunities continue to evolve and it is essential to stay informed of these developments as they occur. This seminar will provide a comprehensive analysis of the uses of trusts to meet the specific needs of your client’s situation. Our experienced speakers will review the various types of trusts available, along with how to best use them to achieve specific outcomes. Those new to estate planning and experienced practitioners alike will greatly benefit from this program.

Program Highlights

  • Fundamentals of trusts
  • Transfer tax techniques
  • Living trusts vs. wills
  • Trusts for spouses, minors, and the elderly and disabled
  • Options for charitable trusts
  • Trusts with Retained Interest and Special Assets Trusts
  • Ethical behavior and concerns in trust planning

Who Should Attend

  • Attorneys - Trusts and Estates
  • Attorneys - Wills
  • Attorneys - Probate
  • Attorneys - Asset Protection
  • Trust Officers
  • Estate Planners
  • CPAs
  • Financial Planners
NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may qualify for 400 minutes including 60 minutes of ethics toward the annual NHMCLE requirement.