A menu of specialty trusts and trust provisions for the attorney who prepares trusts as part of a larger practice and the attorney who does all trusts all the time, including new legislation, regulations and rulings, key pitfalls to avoid and tips for writing elegant trusts.
Topics to include:
Military Trusts including what to do for someone who is deploying
Special Needs Trusts including self-settled and third party SNTs, Pooled SNTs and Medicare Set-Aside Trusts
Asset Preservation and Growth Trusts including 564-D qualified trusts
Family & Friend Gift Trusts including ILITs and QPRTs
Charitable Trusts including CRATs, CRUTs, CRITs, charitable lead trusts and land preservation trusts
Specialty Trust Provisions for Revocable Trusts including QDOT, generation skipping, spendthrift, disinheritance, no-contest and discretionary provisions and provisions for a surviving spouse to stay in the house
Items to add to Client Questionnaires
Client Conference Techniques and Cautions
When to choose a Corporate or Professional Trustee
Update and Exit Strategies for long term Irrevocable Trusts
Is New Hampshire really now the leading jurisdiction for Specialty Trusts?
Written materials are included.
Credit Information
6.0 Total NH MCLE, 1.0 of which may be applied toward NH Ethics
Faculty
John S. Kitchen, Program Chair/CLE Committee, John Kitchen Law Offices, Laconia
