Automatic Update Service

This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Course Book

Irrevocable Trusts: Drafting with the Right Ingredients

Quantity:
Available: In Stock
Price: $69.00

About

Learn how to draft irrevocable trusts for clients who need to protect their estates from being lost due to the effects of living longer, diminished capacity, sky-rocketing long-term care costs, potential lawsuits, scams, and undue influence. Explore irrevocable trusts are and examine case studies for examples of when and how to use them, review the relevant tax provisions, and gain guidance on how to draft these documents.

 

Summary of Contents

Drafting an Irrevocable Trust
The Fundamentals of Trust Drafting
The Use of Trusts in Estate and Long-Term Care Planning: Looking to the Future
Using Trust Tax Rules as Tools in a Public Benefits Practice
Grantor Trust Research Findings
“Irrevocable Pure Grantor Trusts”: The Estate Planning Landscape Has Changed
PowerPoint: What Are Irrevocable Trusts and Why Use Them?
Practice Areas
Published: 10/1/2017
 Pages: 153
 Size: 8.5x11
©2023 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.