This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives, and reduce the potential for conflict among beneficiaries.

Participants will review the key distinctions between revocable and irrevocable trusts, including differences in control, flexibility, creditor exposure, and tax considerations. The program will also compare the strategic use of trusts versus wills, highlighting when each vehicle is most appropriate based on client goals, family dynamics, and planning concerns. Designed as a foundational yet practice-oriented program, this course equips attorneys with the framework needed to evaluate trust-based planning options and communicate them effectively to clients.