This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the advantages of trust planning for clients.

Each segment of the course will explore key components of trust documents, offering in-depth guidance on essential elements such as trust powers, trustee succession, and trust termination, ensuring participants gain practical insights to enhance their practice.

Learning Objectives:

• Understand the role of trusts in estate planning, special needs, and tax optimization.
• Identify and address critical issues to enhance the effectiveness of trust planning.
• Gain expertise in drafting and managing key trust document provisions, including trust powers, trustee succession, and termination clauses.
• Learn strategies to tailor trusts to meet diverse client needs while ensuring compliance and efficiency.