EVENT CALENDAR
Subscriber Drafting Webinar: Which Trust Form Should I Use?
March 28 @ 12:00 pm – 1:00 pm EDT
Webinar Description
One of our most frequently asked questions is some version of “which form should I use?” Drafters who are new to InterActive Legal, or those who are drafting documents that are new to them, can sometimes find the menu selections confusing. Plus, the possibility of choosing the “wrong form” can cause anxiety. This subscriber drafting webinar will focus on helping with this initial selection – where to start.
We will discuss the available trust options, both revocable and irrevocable, in all three of our main practices systems, along with Will drafting options. We’ll review several facts about how the system is structured, and then turn to drafting questions from the simple – such as how to draft a Will with a testamentary trust – to the complex – such as how to create a “dynasty” trust. Case studies of particular fact patterns will be incorporated as examples of how to choose a starting point in a variety of situations. If you’d like to submit a fact pattern ahead of time for us to consider, please email it to [email protected].
We look forward to seeing you!
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Speaker
Teresa Bush joined InterActive Legal in 2007 and serves as Director of Education and Support Services.
Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.
Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.
Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.