Drafting Inter Vivos Trusts: Core Clauses & Key Choices

Knowing when to recommend an inter vivos trust is one thing. Drafting a trust deed that achieves your client’s objectives is another. From identifying beneficiaries and defining trustee powers to determining the scope of discretion and when a trust should terminate, drafting decisions can have significant consequences. In this highly practical 90-minute presentation, experienced trusts and estates lawyer Lynne Butler uses a sample family trust deed to explore the key clauses, choices and considerations lawyers face. How much discretion should trustees have, and when should it be limited? How should distribution and termination provisions be structured? How might clauses differ depending on the type of trust being established? Working through the sample deed, Lynne will examine the decisions lawyers face when selecting, structuring and wording key provisions, explaining how different approaches can affect the operation of a trust and where common drafting pitfalls arise. Drawing on selected clauses from other inter vivos trusts, she’ll illustrate how different objectives call for different drafting approaches. Don’t miss this opportunity to move beyond understanding how trusts work to developing greater confidence in drafting the documents that make them work.

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