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The Revocable Trust Drafting Process

3 hours MCLE Credit including .5 hours in Legal Ethics. Specialization Credit: Estate Planning, Trust & Probate

In this program, panelists will guide you through every step of drafting a revocable trust.

Program Highlights:

  • Information gathering
  • An assessment of the client's mental capacity
  • The attorney's standard of care
  • Trusts as part of an integrated estate plan
  • Other estate planning instruments to consider using
  • Spotting the potential tax issues and what to do about them
  • Types of trusts compared
  • Drafting elements of a trust
    • Intent
    • Property
    • Beneficiary requirements
    • Purpose
    • Naming a trustee & trustee requirements
    • Disqualified beneficiaries
    • Payments clause
    • Funding clause
    • Other important provisions
  • Creating a trust for married settlors
    • Property identification, characterization issues, and strategies

This program assumes basic estate planning experience.

On Demand ES59180-191

Recorded 10/13

 

In this program, panelists will guide you through every step of drafting a revocable trust.

Program Highlights:

  • Information gathering
  • An assessment of the client's mental capacity
  • The attorney's standard of care
  • Trusts as part of an integrated estate plan
  • Other estate planning instruments to consider using
  • Spotting the potential tax issues and what to do about them
  • Types of trusts compared
  • Drafting elements of a trust
    • Intent
    • Property
    • Beneficiary requirements
    • Purpose
    • Naming a trustee & trustee requirements
    • Disqualified beneficiaries
    • Payments clause
    • Funding clause
    • Other important provisions
  • Creating a trust for married settlors
    • Property identification, characterization issues, and strategies

This program assumes basic estate planning experience.

  • Jamay Lee
  • Barulich Dugoni Law Group, Inc.,
  • San Mateo

David Y. Oh

David Y. Oh is with the Personal Financial Services group of PricewaterhouseCoopers LLP in San Francisco, California. He focuses his practice on assisting high-net-worth individuals in all aspects of gift, estate, and philanthropic planning. He is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He regularly lectures on these topics for continuing legal education programs and contributes to publications by Thomson Reuters, CEB, and California Trusts and Estates Quarterly. He received his LLM in Taxation from Boston University School of Law, his JD from University of the Pacific, and his BA from University of California, Berkeley.

Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE