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Event Date Wed Feb 26 EST (almost 2 years ago)
Region All

Trusts can be an integral part of an effective estate plan. With the ability to control wealth, protect assets, mitigate taxes, and provide privacy, trusts are an irreplaceable estate planning tool. However, as with all legal documents, proper drafting is imperative to ensure a client’s goals are accomplished. Furthermore, with an ever-changing legal landscape, it is important to keep up-to-date on the laws that impact your clients and the trusts utilized. This topic will provide an overview of the types of trusts available to achieve various planning objectives, offer insight into how to approach the drafting of effective trust documents, and review the resources available to drafters to ensure their trust documents accurately reflect and incorporate current laws.

Learning Objectives:

• You will be able to recognize opportunities to include trust planning in your client’s estate planning.
• You will be able to identify various types of trusts, their advantages and limitations.
• You will be able to explain how trust drafting can achieve client goals including asset management, asset protection, tax mitigation and legacy planning.
• You will be able to discuss the drafting process and resources available to drafters.


2020 Speakers


Rebecca Cerny, Esq.
Associate Attorney, Di Monte & Lizak LLC