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Drafting Trusts in Estate Planning

 

Learn how to properly and effectively draft different types of trusts for an estate plan.

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 utilize. 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.

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Drafting Trusts in Estate Planning

Agenda

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Drafting Trusts in Estate Planning

Faculty

Rebecca Cerny, Esq.

Rebecca Cerny, Esq.

Pierro, Connor & Strauss, LLC

  • Associate attorney at Pierro, Connor & Strauss, LLC
  • Practice areas include simple and complex estate planning, asset protection, tax planning, estate planning for retirement assets, charitable giving, and business succession planning
  • Worked as a law clerk for Pierro, Connor & Strauss, LLC during her last year at Albany Law School
  • Published an article in the NYSBA Health Law Journal on the topic of telehealth and telemedicine
  • Member of the New York State Bar Association and an active member of the Trust and Estates Law Section
  • J.D. degree, magna cum laude, Albany Law school; B.A. degree in business administration, The College of Saint Rose
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Drafting Trusts in Estate Planning

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