In this subscriber drafting webinar, we will review the types of trusts that can be created for a surviving spouse, including trusts that qualify for the marital deduction (and therefore the step-up in basis at the survivor’s death), discretionary “sprinkle” trusts for the spouse and family, credit-shelter trusts, supplemental needs trusts, and trusts for retirement assets. We will cover how to trigger each of these trusts in the various practice systems, as well as the options for designing each type of trust within Wills, Revocable Trusts, and Joint Revocable Trusts. We’ll also briefly review inter vivos trusts for spouses (sometimes called “SLATs”), and how to draft them in your InterActive Legal program.
Join InterActive Legal at the Massachusetts NAELA December dinner meeting and Vendor Fair. This is an in-person only event.
Be sure to stop by InterActive Legal's exhibit booth to find out why Estate Planning and Elder Law professionals turn to us as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages. In this case, however, it's not a present or gift, but a package of estate planning documents. Most planners are familiar with preparing a group of documents - often called a "package" - that includes one or more testamentary documents plus two or more ancillary documents for incapacity planning. This subscriber drafting webinar will focus on how to work with a group of documents in the program, and also how to set up standard document packages to improve efficiency.
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