Drafting a Simple Trust (With Bonus Clauses)
This course gives you everything you need to draft a complete, legally sound trust from scratch - even with no prior experience. Using an annotated sample trust and ready-to-use clause library, participants will work through every key provision, from trustee succession to spendthrift and special needs clauses. The course also covers post-execution funding, client education, and the ethical pitfalls unique to estate planning. Leave with a reusable intake form, asset inventory template, and trust review checklist ready to use on your next matter. Register today!
- Build a complete, accurate client picture before a single provision is written.
- Draft each provision with purpose, precision, and the consequences in mind.
- Prepare to address clients' specific needs with spendthrift, special needs, and other unique clauses.
- Identify trust defects and inconsistencies before they reach execution.
- Master the post-execution steps most new drafters overlook.
- Spot conflicts and liability traps before they find you.
Original: $99.00
-65%$99.00
$34.65Drafting a Simple Trust (With Bonus Clauses)
This course gives you everything you need to draft a complete, legally sound trust from scratch - even with no prior experience. Using an annotated sample trust and ready-to-use clause library, participants will work through every key provision, from trustee succession to spendthrift and special needs clauses. The course also covers post-execution funding, client education, and the ethical pitfalls unique to estate planning. Leave with a reusable intake form, asset inventory template, and trust review checklist ready to use on your next matter. Register today!
- Build a complete, accurate client picture before a single provision is written.
- Draft each provision with purpose, precision, and the consequences in mind.
- Prepare to address clients' specific needs with spendthrift, special needs, and other unique clauses.
- Identify trust defects and inconsistencies before they reach execution.
- Master the post-execution steps most new drafters overlook.
- Spot conflicts and liability traps before they find you.
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Description
This course gives you everything you need to draft a complete, legally sound trust from scratch - even with no prior experience. Using an annotated sample trust and ready-to-use clause library, participants will work through every key provision, from trustee succession to spendthrift and special needs clauses. The course also covers post-execution funding, client education, and the ethical pitfalls unique to estate planning. Leave with a reusable intake form, asset inventory template, and trust review checklist ready to use on your next matter. Register today!
- Build a complete, accurate client picture before a single provision is written.
- Draft each provision with purpose, precision, and the consequences in mind.
- Prepare to address clients' specific needs with spendthrift, special needs, and other unique clauses.
- Identify trust defects and inconsistencies before they reach execution.
- Master the post-execution steps most new drafters overlook.
- Spot conflicts and liability traps before they find you.
