Best Practices in Trust Planning: Estate, Tax, and Special Needs Strategies

MCLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!

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LIVE WEBINAR
May 13
Wednesday, May 13, 2026
1:00PM - 2:00PM Eastern Time (EDT)

About This Course

This CLE course will introduce the use of trusts in the context of estate planning, special needs, and tax considerations. Each section of the course will introduce and explain the issues that need to be addressed in maximizing the benefits of trust planning for your clients.

Significant attention will be given to the most important elements of the trust document, including but not limited to trust powers, trustee succession, and trust termination.

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