Top Trust Structures, Key Provisions and Administration Essentials
Understanding the ins and outs of trusts is invaluable knowledge for paralegals working in trusts and estates areas. Are you prepared to navigate every step of the process? This insightful course will guide you through the essentials of trust drafting and administration and explore practical ways in which paralegals can assist the firm. Get an overview of the trust drafting process to ensure that you are including all of the necessary forms and financial information. Identify critical trust administration duties and powers and prevent common mistakes. Register today!
Understand the foundational concepts of trusts and learn how you can better assist in estate planning matters.
Review the steps and tasks of drafting trusts and ensure that all the necessary information is obtained and included.
Discuss key characteristics of grantor trusts and their most effective uses.
Learn when special needs trusts (SNTs) are used and how paralegals can help in their creation and administration.
Facilitate crucial tasks of trust administration to prevent mistakes and mismanagement.
Examine the role of the trustees so that you can work with them more effectively.
An Overview of Trusts and Trusts Practice: What Paralegals Need to Know
Types of Trusts, Their Key Purposes and Tax Consequences
Trust Drafting: Forms, Provisions, Clients' Financial Information
Special Needs Trusts (SNTs): Paralegal's Role
Tax Reduction with Trusts: What Paralegals Need to Know
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Estate Planning and Probate Law.
SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie, in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax-related matters. She previously was in private practice, where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court-appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
LEE CRAIG is a sole practitioner in Richardson, Texas, where she concentrates in trusts and estates, elder law, Medicaid planning, contracts, wills, probate, business law, estate planning, and guardianship. Ms. Craig has lectured to professionals and civic organizations on elder law, Medicaid eligibility, asset protection, and estate planning for elders. She earned her B.F.A. degree from North Texas State University and her J.D. degree from Southern Methodist University. Ms. Craig is a member of the State Bar of Texas (Real Property, Wills, Trusts and Probate sections) and the College of the State Bar of Texas.
MICHAEL A. KIRTLAND is the managing member of the law firm of Kirtland & Seal, L.L.C., in Colorado Springs, Colorado, where he limits his practice to the areas of estate planning, wills and trusts, probate, elder law, mediation and ethics. Mr. Kirtland is a member of the American Bar Association’s Real Property, Trust and Estate Law Section, and is the past chair of the Elder Law, Disability Planning and Bioethics Group. He is a member of the Senior Lawyers Division, where he is a past council member. Mr. Kirtland is also a member of the Colorado Bar Association (chair, Elder Law Section; past chair, Joint Task Force on Advance Health Care Directives; past chair, Trust and Estates Section's Forms Book Committee; member, Ethics Committee). He is past chair of the Judicial Performance Commission for Colorado’s Fourth Judicial District. He is a past vice president and member of the Board of Directors of the National Elder Law Foundation, and is a fellow of the National Academy of Elder Law Attorneys. Mr. Kirtland is a registered mediator with the Alabama State Bar and practices mediation in elder law, trust and estate, and probate matters. He has published numerous articles in a variety of legal publications. Mr. Kirtland earned his B.A. degree from Coe College and his M.P.A. degree, summa cum laude, from the University of Colorado, Colorado Springs. He received his J.D. degree, magna cum laude, from Faulkner University’s Jones School of Law and his LL.M. degree in taxation from the University of Alabama School of Law. Mr. Kirtland is licensed to practice law in both Alabama and Colorado. He is admitted to the U.S. Supreme Court, U.S. Tax Court, U.S. Courts of Appeals for the Tenth and Eleventh circuits, as well as the Federal District courts for the Middle District of Alabama and for the District of Colorado. He is one of only seven attorneys in the state of Colorado designated as a certified elder law attorney by the National Elder Law Foundation.
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