Learn the latest on Mastering Trusts, Estate Planning, & Probate with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Benefits:

Trust and estate planning has grown to become one of the most lucrative practice areas with on-going changes in the tax code. From the underlying substantive law to cutting-edge, practical aspects of probate, trust and estate planning, this program will teach you the latest developments in the law and legislation, as well as provide insight from several of the leading attorneys in the field. Our nationally recognized faculty will cover effective strategies with client in-take, probate, business succession, charitable donations, and generational giving. You’ll learn the most current law on the most effective tax strategies & structures to best advantage your client. Our instructors will share many real life case applications that will readily illustrate the effectiveness of various structures. Register today to learn the cutting-edge strategies and latest law in Mastering Wills, Trusts, & Probate. Registration includes course and reference materials that serve as a reference source for many of your planning needs and will outline and diagram the planning techniques and structures discussed during this convenient, 24/7 on-demand seminar.

Agenda:

Drafting Effective Trusts & Estates:

1. Keys to Well Planned & Drafted Documents

2. Trustee’s Duties and Powers

3. Disclosure and Notice Requirements

4. Delegating Authority, Working with Co-Trustees & Potential Removal

5. Settlor Control, Modifications & Terminations of Trusts

Use of Specific Provisions in Trusts to Meet Client Goals:

1. Sprinkling Trusts

2. Incentive Trusts

3. Principal and Income Provisions

4. Trust Expense Provisions

5. Trustee Removal/Replacement Provisions

6. Use of Trust Protector

Effectively Litigating Probate Issues:

1. Trying Successful Will Contests

2. Getting Accountings Allowed

3. Addressing Fiduciary fees & Creditors' Claims

4. No Contest Clauses & Setting aside Wills or Trusts

Recorded Question & Answer Session with the Expert Faculty

Biography of Seminar Faculty:

1. Karen Brady practices in the areas of estate planning, business planning, business succession planning, and business growth counseling as the principal attorney of Karen Brady & Associates, P.C. Ms. Brady is a cum laude graduate of Georgetown University and is a magna cum laude graduate of the University of Michigan Law School. She has written widely on Estate Planning and Taxation. Ms. Brady is a member of Wealthcounsel, a national organization of estate and business planning attorneys.

2. Sarah Hayford practices at DeLoach, P.L., where she focuses on estate planning, probate, and trust administration. She has spoken widely on estate planning. She holds an LL.M. in Taxation from the University of Florida.

3. Scott A. Fraser practices at Temmerman, Cilley & Kohlmann, where he focuses on estate planning, trust and decedent’s estate administration, and all matters involving probate and trust litigation. Mr. Fraser’s estate planning practice includes the preparation of revocable trusts, wills, durable powers of attorney, advance health care directives, and related estate planning documents. He also has experience drafting and implementing intentionally defective grantor trusts (IDGTs) and irrevocable life insurance trusts (ILITs). Mr. Fraser's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate. Mr. Fraser’s litigation practice involves will and trust contests, fiduciary accounting, fiduciary removal and surcharge, breach of fiduciary duty, elder abuse actions, interpretation of testamentary instruments, creditor’s claims, disputed real property claims and related appeals.

Who should attend this seminar?
Attorneys, paralegals, and legal professionals.

You will receive toll-free dial-in instructions to the live seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this convenient, on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

State Bar of California for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut (CLE credits are not required, but are encouraged)**

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 CLE credit

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)**

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)**

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Oregon State Bar for 1.5 CLE credits

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Dakota (CLE credits are not required)**

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Virginia State Bar for 1.5 MCLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required. For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.