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Exploring the Essential Features of “The Missouribar – 2020 Drafting the Trust & Avoiding Common Mistakes”
Trusts, Estate Planning & Probate Format: Audio and Video
Description
This presentation will discuss the key elements of drafting a revocable trust and common drafting mistakes regarding dispositive provisions, administrative provisions and succession of trustee issues. The presenter has reviewed and commented on thousands of estate planning documents and will share her tips for drafting a revocable trust to carry out the grantor’s intent and which is administrable by the trustee.
What you will learn:
- Finding and using good estate planning forms and drafting taking into account the Uniform Trust Code
- Coordinating the revocable trust with other estate planning documents
- Remembering provisions for payment of debts, taxes and administrative expenses
- Focusing on dispositive provisions which are the “heart of the estate plan” from the client’s perspective
- Understanding trust boilerplate provisions and why they are important to trustees
Speaker: Susan B. Teson, Kirkland Woods & Martinsen LLP, Liberty
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