Learn how to properly and effectively draft different types of trusts for an estate plan.
In this program, the speaker will introduce the topic of using trusts in estate planning by first discussing various types of trusts, why trusts are typically used, and the parties and documentation involved in creating a trust. We will then cover how trusts are drafted and common provisions that most trust documents contain. Finally, we'll look at a number of specific provisions that can be included in trusts to add flexibility and carry out a client's intent. After attending this presentation, attendees should have a better understanding of the various types of trusts and how they are commonly used as part of an estate plan. Additionally, attendees will learn what provisions are important to include in the trust document and be introduced to how trusts operate.
Agenda
Faculty
Teresa L. Bush, Esq.
InterActive Legal
- Over 30 years of experience in trusts and estates law
- Director of Education and Support Services for InterActive Legal
- Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
- Author of several articles/blogs on estate planning topics
- Director and faculty member of InterActive Legal Academy, a 4-week intensive online course in estate and gift taxation (each Autumn) and basic estate planning (each Spring)
- Frequent presenter of online webinars and training classes, including: Effect of Recent Events on Estate Planning, Estate Planning Before 2026 and Beyond for Married Couples, and Restructuring Trusts for the New Tax Law: Trusts under the SECURE Act
- Graduate, Rice University and University of Texas School of Law
- Can be contacted at [email protected]
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