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Provide your clients with the full spectrum of wealth preservation options.

When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!

  • Determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust.
  • Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes.
  • Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of irrevocable trusts.
  • Explore the powers and duties of personal representatives in irrevocable trusts.
  • Save money on taxes with effective use of defective trusts.
  • Learn why it's important to know when to file the tax return for grantor trusts.
  • Determine whether a client qualifies as a beneficiary of a special needs trust.
  • Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

  1. WHERE TO BEGIN? - AN OVERVIEW OF TRUSTS
    8:30 - 9:15, Written by R. Jason Howard. Presented by R. Jason Howard in Dayton and Gary Pilcher in Cincinnati.
    1. Main Terms Defined
    2. Major Laws Governing Creation and Administration of Trusts
    3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    4. Revocable vs. Irrevocable
    5. Determining Your Client's Planning Needs
    6. Reasons for Drafting a Trust
    7. Deciding Which Type of Trust to Use
  2. REVOCABLE LIVING TRUSTS
    9:15 - 10:30, Written by R. Jason Howard. Presented by R. Jason Howard in Dayton and Gary Pilcher in Cincinnati.
    1. Traditional Estate Planning vs. Revocable Trust Planning
    2. Credit Shelter Trusts
    3. Marital Deduction Trusts
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Funding the Trust
    6. Drafting Tips and Samples
    7. Common Mistakes to Avoid
    8. Tax Consequences
  3. GRANTOR TRUSTS
    10:45 - 12:00, Written by R. Jason Howard. Presented by R. Jason Howard in Dayton and Gary Pilcher in Cincinnati.
    1. What Grantor Trusts Are Used For
    2. Types of Grantor Trusts
    3. Provisions Triggering Grantor Trust Status
    4. Funding the Grantor Trust - Who is the Grantor?
    5. Drafting Tips and Samples
    6. Taxation Considerations - When to File the Return?
    7. Administrative Power
  4. ETHICAL CONSIDERATIONS
    1:00 - 2:00, Written by Alfred W. Schneble III. Presented by Alfred W. Schneble III in Dayton and Cincinnati.
    1. Who is Your Client?
    2. Confidentiality in Third Party Communications
    3. Assessing the Client's Capacity
    4. Avoiding Fraudulent Transfers
  5. TRUSTS USED FOR TAX REDUCTION
    2:00 - 3:15, Written by Mark A. Noel. Presented by Michael J. Menninger in Dayton and Mark A. Noel in Cincinnati.
    1. Transfers to Irrevocable Trusts
    2. Grantor Retained Annuity Trusts (GRATs)
    3. Sales to Intentionally Defective Grantor Trusts (IDGTs)
    4. Dynasty Trusts
    5. Qualified Personal Residence Trusts (QPRTs)
    6. Charitable Lead Annuity Trusts (CLATs)
    7. Charitable Remainder Trusts
  6. ESTATE PLANNING FOR THE DISABLED
    3:30 - 4:40. Written by J. Ellen Keller. Presented by Michael J. Menninger in Dayton and J. Ellen Keller in Cincinnati.
    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Drafting Tips and Samples
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OH Mansfield11/28/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039551
OH Lima11/29/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039555
OH Perrysburg11/30/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039559
WI Green Bay12/18/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039556
PA Philadelphia12/18/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day359.002039552
IN Indianapolis12/18/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day359.002039563
WI Pewaukee12/19/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039558
WI Middleton12/20/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day349.002039564
IN Merrillville12/20/2017 8:30:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day359.002039562
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