Also available via live webcast!

 

 

What You Will Learn:

 

*How to Balance the Use of Wills Versus the Use of Trusts

*How to Decide Who Should Be in Charge in the Event of the Trustmaker's Disability or Death

*When and How to Use a “Trust Protector”

*Methods of Dividing Trust Property at First Death

*”Dynasty” Trust Options Available to Clients

*Why Medicaid Planning for Beneficiaries is Important

*Generation Skipping Transfer Tax Opportunities

 

 

*Trust and Estate Law  Attorneys

*Solo⁄Small Firm Attorneys

*Anyone Who Needs Practical, Concrete Solutions to Challenging Trust and Estate Drafting Problems!

 

 

Are you new to the world of document drafting for estate plans?  Not sure how to balance the use of wills versus the use of trusts?  Have you encountered “hard to draft around” problems in your estate planning documents that leave you scratching your head?  If so, this is the practical, “tell-me-how-to-do-it” program you have been waiting for!

John Buckley, a veteran Colorado trust and estate attorney, will take you step-by-step through the process of drafting language into your estate planning documents that overcomes some of the thorniest issues in estate planning.  Mr. Buckley will provide you with the benefit of his years of experience in drafting around problem issues such as how to divide the trust at the first death, how to draft language that minimizes the impact of the generation-skipping transfer tax, how to protect assets from children's soon-to-be disaffected ex-spouses, and more!

 

Using a combination of lecture and review of actual sample language to include in your estate planning documents, Mr. Buckley gives you practical, real-world knowledge and skills you can put to work in your practice right away.  Mr. Buckley shows you the most common trust and estate drafting problems you will run into and then shows you actual sample language designed to solve these problems. Here is a CLE program that gives you the answer not just the question!

 

Many of the drafting issues Mr. Buckley covers in class are “snakes in the grass” that have malpractice implications if not handled properly.  Learn how to draft more effective documents for your clients and keep yourself out of trouble at the same time!

 

 

8:30 AM – 9:00 AM

 

9:00 AM – 9:05 AM

 

 

9:05 AM – 9:55 AM

 

Topics to be covered include:

 

*How to Balance the Use of  Wills Versus the Use of Trusts

* Who Should Be in Charge in the Event of the Trustmaker's Disability or Death?

*How to Use a “Trust Protector”

*How to Divide Trust Property at First Death

*”Dynasty” Trust Options Available to Clients

*Medicaid Planning for Beneficiaries

*Generation Skipping Transfer Tax Opportunities

 

 

9:55 AM – 10:05 AM

 

10:05 AM – 10:55 AM

 

10:55 AM – 11:05 AM

 

11:05 AM – 11:35 AM

 

11:30 AM

 

 

John C. Buckley III, Esq.

Buckley Law

Colorado Springs, CO