This CLE webinar will provide attorneys foundational knowledge and practicum guidance for the use and structuring of grantor trusts. The panel will outline the benefits to clients of using grantor trusts, explain practical drafting and structuring techniques, and help counsel avoid the mistakes and... Read More

This CLE webinar will provide trusts and estates counsel and advisers guidance for navigating the processes for closing an estate. The panelist will discuss marshaling assets, final accounting, fiduciary duties, asset distribution, and other required steps and procedures to properly close an estate. Read More

This CLE webinar will provide attorneys practical guidance on the core documents in developing an estate plan. The panel will discuss the essential components of an estate plan, including the structuring and use of a will, revocable living trust, durable power of attorney, healthcare directive, and... Read More

This CLE webinar will provide trusts and estates counsel with guidance on utilizing trusts as part of core estate planning. The panel will discuss single and joint revocable trusts, determining when they should be used, key provisions that must be considered, asset protection, and pitfalls to avoid... Read More

This CLE webinar will provide attorneys foundational knowledge and practicum guidance for the estate administration process. The panel will discuss steps in the probate process, creditor notices, taking inventory of assets, distributions, asset valuations, and other critical items that must be consi... Read More