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 expert 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 expert 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,
Howland Capital Management, Inc, Boston
9:45 - 10:05 am - Overview of Basic Trust Terminology
James W. Murphy,
Northeast Investment Management, Inc, Boston
10:05 - 10:15 am - Provisions While Grantor Is Living
James W. Murphy,
Northeast Investment Management, Inc, Boston
10:15 - 10:35 am - Structure for Surviving Spouse - Credit Shelter Trust and Marital Trust
10:35 - 10:55 am - Structure for Children and More Remote Descendants - Creditor Protection Considerations
Dara Lynn S. Freytag, Esq.,
Tarlow, Breed, Hart & Rodgers, PC, Boston
10:55 - 11:00 am - Break
11:00 - 11:15 am - Trustee Selection
James W. Murphy,
Northeast Investment Management, Inc, Boston
11:15 - 11:35 am - Trustee Guidance v. Distribution Limitations/Restrictions
James W. Murphy,
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,
Howland Capital Management, Inc, Boston
12:10 - 12:25 pm - Trust Funding
12:25 - 12:30 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Please Note
This webcast is delivered completely online, underscoring the convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speaker(s)
ChairPamela L. Halter
Howland Capital Management, Inc, Boston
Faculty
Dara Lynn S. Freytag, Esq.
Tarlow, Breed, Hart & Rodgers, PC, Boston
James W. Murphy
Northeast Investment Management, Inc, Boston
