Trust Establishment Intensive: From drafting to funding – common errors and how to avoid them (2024 Edition)
She concentrates her practice in probate administration and designing tax advantageous estate and asset protection plans, as well as Special Needs and Medicaid planning.
2 hour CLE
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Program Summary
Gain practical tools for establishing trusts from drafting to funding, including discussion on common drafting errors, overlooked administrative provisions, and common funding errors.
Key topics to be discussed:
- Get practical tips for drafting trusts and avoid common errors such as ambiguous terms and provisions and inconsistent drafting
- Understand often overlooked administrative provisions, how they affect trust administration and taxation, and when to include them
- Get practical tips on how to fund trusts – including where common errors occur
Closed-captioning available
Speakers
Leah A. Morrison | English, Lucas, Priest & Owsley, LLP
Leah A. Morrison is a partner with English, Lucas, Priest & Owsley, LLP, in Bowling Green, Kentucky. She concentrates her practice in probate administration and designing tax advantageous estate and asset protection plans, as well as Special Needs and Medicaid planning.
Leah is a frequent presenter on estate planning and probate, particularly trust taxation. Leah serves on the Board of Directors for the Bowling Green-Warren County bar association, and as Chair of the Probate & Trust Law Section of the Kentucky Bar Association. She earned her J.D. degree, magna cum laude, from University of Louisville Brandeis School of Law, her LL.M. degree in taxation, magna cum laude, from the University of Alabama, and her B.A. degree in Criminal Justice from George Washington University.
Agenda
I. Get practical tips for drafting trusts and avoid common errors such as ambiguous terms and provisions and inconsistent drafting | 10:00am – 11:00am
Break | 11:00am – 11:10am
II. Understand often overlooked administrative provisions, how they affect trust administration and taxation, and when to include them | 11:10am – 11:40am
III. Get practical tips on how to fund trusts – including where common errors occur | 11:40am – 12:10pm
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