A revocable living trust is typically the central document of an estate plan, so being able to counsel clients as to the best structure for their specific circumstances is an important skill. Clients look to their attorney for guidance on how best to implement their wishes with respect to the disposition of their property without creating an administrative mess.
This program gives you the essential foundational knowledge and understanding that you need to effectively structure a revocable living trust for a variety of client scenarios. In addition to providing information on advising clients and drafting options, the experienced panelists examine revocable living trusts from a trust administration standpoint to flag what works and what doesn’t work. Hone your craft with expert guidance!
This program gives you the essential foundational knowledge and understanding that you need to effectively structure a revocable living trust for a variety of client scenarios. In addition to providing information on advising clients and drafting options, the experienced panelists examine revocable living trusts from a trust administration standpoint to flag what works and what doesn’t work. Hone your craft with expert guidance!
Course Content
9:30 - 9:45 am - Overview of Massachusetts Estate Tax and Federal Estate, Gift, and GST Tax LawsPamela L. Halter,
SCS Financial Services, Boston
9:45 - 10:05 am - Overview of Basic Trust Terminology
James W. Murphy, Esq.,
Northeast Investment Management, Inc, Boston
10:05 - 10:15 am - Provisions While Grantor Is Living
James W. Murphy, Esq.,
Northeast Investment Management, Inc, Boston
10:15 - 10:35 am - Structure for Surviving Spouse - Credit Shelter Trust and Marital Trust
Dara Lynn S. Freytag, Esq.,
Tarlow, Breed, Hart & Rodgers, PC, Boston
10:35 - 10:55 am - Structure for Children and More Remote Descendants - Creditor Protection Considerations
Pamela L. Halter,
SCS Financial Services, Boston
10:55 - 11:00 am - Break
11:00 - 11:15 am - Trustee Selection
James W. Murphy, Esq.,
Northeast Investment Management, Inc, Boston
11:15 - 11:35 am - Trustee Guidance v. Distribution Limitations/Restrictions
James W. Murphy, Esq.,
Northeast Investment Management, Inc, Boston
11:35 - 11:55 am - Retirement Benefit Provisions
Dara Lynn S. Freytag, Esq.,
Tarlow, Breed, Hart & Rodgers, PC, Boston
11:55 - 12:10 pm - Miscellaneous Provisions Integral to Trust Administration
Pamela L. Halter,
SCS Financial Services, Boston
12:10 - 12:25 pm - Trust Funding
Dara Lynn S. Freytag, Esq.,
Tarlow, Breed, Hart & Rodgers, PC, Boston
12:25 - 12:30 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Panel
Speaker(s)
ChairPamela L. Halter,
SCS Financial Services, Boston
Faculty
Dara Lynn S. Freytag, Esq.,
Tarlow, Breed, Hart & Rodgers, PC, Boston
James W. Murphy, Esq.,
Northeast Investment Management, Inc, Boston
