About This Course
Step into the world of trusts with this dynamic CLE course crafted for attorneys who want to sharpen their estate planning expertise. Trusts offer a versatile solution for clients aiming to secure their assets, dictate how their wealth passes on after they’re gone, or brace for potential incapacity— all with the added benefit of keeping family harmony intact.
We’ll kick things off by comparing trusts to wills, highlighting when one outshines the other. Then, we’ll unravel the differences between revocable and irrevocable trusts, giving you a clear lens to view their unique applications. By the end, you’ll have a robust grasp of trust essentials to confidently guide your clients toward strategies that match their vision.
