The Modern Trust (On-Demand)

Course Description

This course will discuss drafting in the context of new law, changing estate tax exclusion amounts, modern families, and more complex asset holdings.

Principles

• Family Dynamics are more complex than ever and play a role in documents are drafted
• State and Federal Law changes allow for and require practitioners to take their drafting to the next level

Syllabus

1. What do you mean – Modern Trust?
2. Family Dynamics have changed!
3. Modern Family Planning
4. Modern Assets are different
5. What is our Job?
6. Family Harmony
7. Goals-Based Planning
8. Legacy Planning
9. As attorneys, how do we do this?
10. Before you Meet
11. Counselors at Law
12. Powerful Tools – Previously Underused
13. Modern Statutory Flexibility
14. Old Tools – New Twist
15. New Tools – Let your planning shine!
16. Pulling it all together

Instructor

Darcy K. Houghton, Esq.