How to Use Trusts to...

With the financial future of your clients in your hands, do you have all the tools you'll need to protect them? Make the best use of the unique characteristics of different trusts to perfectly match the unique needs and circumstances of each case. This fast-paced, full-day primer will provide you with a comprehensive how-to guide on the wide variety of trusts available. Register today!

• Understand the fundamental law and mechanics of trusts and their key functions.
• Help clients plan for disability with special needs trusts and qualified income trusts.
• Choose the best vehicle for guarding against creditors: understand the purpose behind the various types of trusts.
• Harness the versatility of revocable living trusts when transferring assets.
• Combine the use of trusts and LLCs for protecting and managing family assets, including a family business.
• Learn how to control and manage future distributions with key trust provisions and trustee powers.
• Save money on taxes with effective use of defective trusts.
• Guard your professional reputation with a trusts-specific legal ethics primer.
• Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.