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Drafting Trusts in Estate Planning

 

Learn the fundamentals of trusts in estate planning alongside the different purposes for each trust specifically.

Review the use of trusts in estate planning. Trusts may be used for a variety of different purposes, from the simple, such as creating a trust to provide for minor children in the event of a parent's death, to the complex, an example of which might be creating trusts to take advantage of certain tax exemptions or deductions. Trusts are also useful for asset protection, special needs planning, and keeping family assets in the family line. Gain information on several different types of trusts and the essential requirements of a trust, including thoughts on selecting trustees. Review the differences between testamentary and inter vivos trusts, revocable and irrevocable trusts, and trusts that are for the benefit of others versus those that are self-settled. Since trusts can be used for tax planning purposes, this information will address various tax planning strategies as well. Learn ways to use trusts for income tax planning, estate and gift tax planning, and generation-skipping transfer tax planning. Gain best tips for trust drafting with an eye toward flexibility, given that tax laws are likely to change over time.

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Drafting Trusts in Estate Planning

Agenda

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Drafting Trusts in Estate Planning

Faculty

Jonathan G. Blattmachr

Jonathan G. Blattmachr

InterActive Legal

  • More than 35 years of experience in trusts and estates law
  • Principal at InterActive Legal
  • Former partner in Milbank Tweed Hadley & McCloy in New York
  • Licensed to practice law in New York, California, and Alaska
  • Author or co-author of eight books and more than 500 articles on estate planning topics
  • Writes and lectures extensively on estate and income tax planning, as well as charitable giving
  • Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Teresa L. Bush, Esq.

Teresa L. Bush, Esq.

InterActive Legal

  • More than 25 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
  • Frequent presenter of online webinars and training classes
  • Graduate of Rice University and University of Texas School of Law
  • Can be contacted at [email protected]
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Drafting Trusts in Estate Planning

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