Advanced Trust Tactics for Experienced Practitioners

The use of trusts in estate planning, disability, business succession, and investment is changing. Are you keeping up with the latest case law, drafting trends, and tax tactics? This advanced-level guide is designed for experienced practitioners looking to up their game. Elevate your practice with case law updates and sample trust language analysis. Register today!

• Stay ahead of the curve with a summary of the latest trends to watch.
• Help your clients maximize their charitable giving potential.
• Explore top trust disputes and come away with working solutions.
• Come away with specific trust language suggestions.
• Draft flexibility into your estate plans without sacrificing their effectiveness.