Dive into this comprehensive CLE program designed to equip attorneys with the knowledge to harness trusts effectively for estate planning, tax efficiency, and special needs considerations. The course examines the critical factors that drive successful trust strategies, offering practical guidance on navigating complex planning challenges.

With a strong focus on the core elements of trust documents—such as trustee succession, trust powers, and termination provisions—each session delivers actionable insights to ensure trusts are tailored to meet clients’ unique needs.

What You’ll Gain:

• Expertise in structuring trusts to optimize tax outcomes and address special needs.
• Clarity on the essential issues that shape effective trust planning.
• In-depth understanding of key trust document components, including powers, trustee transitions, and termination clauses.
• Strategies to create client-focused trusts that balance compliance and long-term objectives.