A Comprehensive Overview of Trusts

At one point in the legal profession, attorneys had the advantage of holding the keys to the law library and the requisite knowledge to draft trust documents properly. However, much has changed in the past 20 years. The coming of the computer, the internet, and smartphones have all paved the way to break down barriers for the client to get to the legal documents that they need.

However, the attorney still has a broad range of knowledge that he or she can present to the client that a cursory internet search will not reveal. Does the client need an SNT or an ABLE trust? What about dealing with tax issues with a revocable or irrevocable trust?

In this program, attorney Dr. Bart Basi provides a comprehensive overview of trusts to help address these questions and more.   

1. Discuss the differences between revocable and irrevocable trusts
2. Approach client meetings with confidence having a vast knowledge of the types of trusts
3. Draft trusts that meet client needs
4. Open a store of knowledge for clients who may need other documents