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Event Details

Effective Trust Planning & Drafting: Revocable Trusts (VR)

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Thursday, January 23, 2014
12:00 PM - 2:00 PM Eastern Standard Time
Effective Trust Planning and Drafting: Revocable Trusts 

 1.5 MCLE Credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

When is an irrevocable trust appropriate?  When is it not appropriate?  Does it avoid probate?  Does it protect the grantors assets in any way from creditors?  What are examples of situations where it is advisable?  Does it provide benefits where real property is owned in multiple states?  Where are the assets of revocable trust estate taxed?  What about the non-New York property?

This presentation is one of four sessions in a late fall 2013 series that  focused on techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document.          

Bonnie McGuire Jones, Esq., Bonnie McGuire Jones PLLC, Clifton Park.





Program: 12:00 p.m. - 1:30 p.m. Real Time Interactive Q & A Session with Bonnie McGuire Jones: 1:30 - 2:00 p.m.
This course has been approved for all attorneys, other than those who are newly admitted (less than twenty-four months).
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452