Trusts: Top 10 Things You Need Know About Advanced Trusts (1 hr) (LA)

Audio program! (check our CLE Programs page for live versions)

TRUSTS

Creating a Trust for your client is fraught with potential pitfalls.  If you haven’t done it yet, or want to delve deeper into what you need to know and do for your clients, this program is for you.

Whether you are a beginner or an intermediate practitioner, you know that there are a lot of complications serving your clients in this area and when something goes wrong, it can go really, really wrong – for them and for you.

This program takes you through the Top 10 things you must know about creating and funding a trust to ensure you create the best trust for your client and they are protected and covered.

Roughly one hour, in this critical CLE, top Trusts and Estates planner Kyle Neal talks about the Top 10 things you need to know about advanced Trusts. This was taken from 2013 seminar, Estate Planning: Wills, Trusts and Probate: Top 10 Things Estate Planners Need to Know.

This program was recorded in 2013.

What You Will Learn

Top 10 Things Planners Need to Know About Litigation

  • Awareness of context and expectations
  • Conflicts of interest
  • Capacity concerns
  • Administrative cost/complexity
  • Amending versus amending and restating
  • Failure to comply with instrument or code
    • Trustee notice requirements
    • Fiduciary duties
  • Failure to communicate during administration process
  • Spendthrift clauses
  • Waivers and exoneration
  • Stale trusts (when trust doesn’t get funded)

Faculty

Kyle Neal, Esq.

Schwartz & Shapiro LLP

Kyle R. Neal has been practicing in the estate planning area for almost two decades.  A 1988 graduate of Boston College Law School and a graduate of Wellesley College, she made the choice to change from corporate law to estate planning law after several years, because people are far more interesting than corporations.

She is of counsel at Schwartz and Shapiro. 

Although Kyle has lived on the West Coast since 1988, she still considers Boston home and she is raising her children Red Sox.


Fees

Audio Course and Materials Package – CD or Download: $99 (Reg. $129)

CD: plus $7.50 shipping and, in CA, sales tax.

CLE Credit

CA General:  This program is approved for 1.0 CPE credit in California.

This program is approved for 1.0 hour of legal specialist educational credit in Estate Planning, Trust & Probate Law in California.

 

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

 

Terms and Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available.  Conversions to CD require a $7.50 shipping fee, and in CA, 9% sales tax.

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

Reminder: The room temperature at hotels and other seminar locations are notoriously hard to control. Please bring a sweater or jacket in case it gets cold and/or layer as if you are going to the movies so you are comfortable.

$129.00 $99.00 each

Creating a Trust for your client is fraught with potential pitfalls.  If you haven’t done it yet, or want to delve deeper into what you need to know and do for your clients, this program is for you.

Recorded in 2013.

Clear