Your clients rely on your knowledge and experience to assist them in achieving their planning goals. Build a firmer foundation on how to convey that advice, beginning with the initial client consultation. This topic will explore how to best determine your clients’ needs, choice of trust, consideration of specific assets, and guidance relative to trustee and beneficiary concerns. You will learn how to draft terms and provisions that will anticipate future issues in the trust administration process, providing both clarity and flexibility to meet the clients’ goals. You will also learn about issues that arise in the trust administration context, and best practices for solving both potential and existing problems.
Agenda
Faculty
James R. Barnes, Esq.
Burke & Casserly, P.C.
- Principal and shareholder of Burke & Casserly, P.C.
- Practice focus in elder law, trusts and estates, special needs planning, business formation and succession planning, and real estate
- Serves on the board of directors for The New York Bar Foundation
- President of the Visiting Nurse Service of Northeastern New York’s Foundation board
- Frequent lecturer at continuing legal education seminars throughout New York State on the topics of estate planning and elder law
- Designated a “Rising Star” by Upstate New York Super Lawyers Magazine
- J.D. degree, Wake Forest University School of Law, studying as an A.J. Fletcher Law Scholar; B.A. degree, summa cum laude, State University of New York at Binghamton
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
