About This Course
This CLE program provides attorneys with a practical introduction to trust planning in the contexts of estate planning, special needs planning, and tax strategy. The course examines how trusts can be structured to address a variety of client objectives while minimizing risk and preserving long-term benefits for beneficiaries.
Attendees will gain a working understanding of the key legal and drafting considerations involved in effective trust administration and design, including trustee authority, succession planning, fiduciary responsibilities, and termination provisions. The program will also explore common issues practitioners encounter when counseling clients on trust-based planning strategies and how carefully drafted trust provisions can help achieve both personal and financial planning goals.
