Drafting Trusts: Learning From the Mistakes of Others

Drafting Trusts: Learning From the Mistakes of Others

Regular price $129.00

In this presentation, Stephen Liss uses examples from actual client documents to demonstrate common drafting errors. These examples have been collected during his twenty years of practice, including seven years working in financial services. Stephen will explore the most likely causes of these errors and draw lessons of broader applicability. It is hoped that from understanding the mistakes others have made, attendees will learn to draft trusts that are more tax efficient, creditor proof, flexible, easier for clients to understand, less ambiguous, shorter, and more elegant. If nothing else, attendees should expect to leave amused.

CLE: 1.0 general credit

States Pre-Approved: AR, CA, ME, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, TX, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

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