Using Inter Vivos Trusts in Estate Planning

Inter vivos trusts are among the most valuable—and often least understood—tools available to estate planners. Yet many lawyers receive little practical guidance on when to recommend them, how to select the right trust for a client’s objectives, and how to incorporate them effectively into estate planning strategies. In this highly practical presentation, experienced trusts and estates practitioner Lynne Butler focuses on the real-world decisions involved in using inter vivos trusts. You’ll examine the most commonly used trust structures, learn when each trust is appropriate, how it should be structured, which assets belong in a trust, the tax implications to consider, and the practical issues that can affect a trust’s effectiveness. Rather than a review of trust law, the session emphasizes the planning decisions lawyers face when advising clients. Among the questions Lynne will attempt to answer are: When should I recommend a trust instead of leaving assets by will? What tax issues should be considered before recommending a trust? When is a trust not the right solution? Don’t miss this opportunity to strengthen your trust planning skills and gain practical guidance you can apply with your next client!

Live webinar with chat includes 60 day replay. This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.