Description
Webinar | What Is a Trust?
Program Description
Learn the basic elements of trust drafting from basic terminology, differentiating between the elements of a trust, trust funding and dissecting a sample trust.
Sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education
Webinar
Tuesday July 16, 2019 | 12:00 P.M. – 1:00 P.M.
1.0 MCLE Credits: 1.0 Areas of Professional Practice
NYSBA Member: $50 | Non-Member: $150
Agenda Topics
- Basics and Terminology
- Lifetime versus Testamentary
- Execution Requirements
- Revocable versus Irrevocable
- Getting a Taxpayer Identification Number
- Funding the Trust
- Sample Revocable Trust
Program Faculty
Kirsten Dunn, Esq., Dunn & Dunn, PLLC, Canajoharie
Materials
| MCLE Verification Form - Online On Demand (41 KB) | Available after Purchase | ||
| What is a Trust ? By Kirsten Dunn, Esq. - Powerpoint (1.11 MB) | Available after Purchase | ||
| Trust Overview By Patricia J. Shevy, Esq. - Outline (1.02 MB) | Available after Purchase | ||
| Trust Overview By Patricia J. Shevy, Esq. - Powerpoint (0.05 MB) | Available after Purchase | ||
| Faculty Biography - Kirsten Dunn, Esq. (0.02 MB) | Available after Purchase | ||