• On-Demand Video

Looking under the Hood (Drafting Better Trusts to Accomplish Your Clients' Estate Planning Goals)

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On-Demand Video

---------- CLE 4 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Subscribers Pay: $0.00


Examine common trust provisions and purposes

Learn to customize language in several basic types of trusts and specifically tailor them to your clients’ estate and both tax and non-tax related planning goals. Delve into core provisions of Special Needs Trusts, Marital Trusts, Revocable Trusts, Testamentary Trusts, Irrevocable Trusts and more

Give your clients what they need

Using a series of hypothetical client situations, our expert faculty will explain why the use of some types of trusts may
be integral for clients – even those with limited assets.

Explore essential drafting tips for all levels of practice

Discover practical advice you can provide to your clients to save on estate taxes and avoid future conflicts.
Drill down to the core of what your clients are looking to achieve, then examine how to customize language for the best results.

Practice Areas


No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.