A Basic Overview of Trusts (Online Seminar)

MCLE Credits: 1.5
Ethics Credits Included: 0.0 (GAL Incap: 1.5)

MCLE Credit: 1.5 (Ethics: 0.0; GAL Incap: 1.5)
Live-Interactive Credit: 0.0
Price: $105.00 (Includes a downloadable audio version.)
Viewable Through: 9/30/2019

Information

A pre-recorded streaming video replay from the September 2016 webcast, A Basic Overview of Trusts.

GAL Continuing Credits: 1.5
Note: Your GAL certificate may be found at the front of your written materials.


Why Attend?

This is a quick overview of trusts without getting into specifics of each trust. Learn which trusts will:

  • Protect a client’s assets
  • Protect a disabled spouse or child
  • Give to charity while remaining beneficial to the grantor
  • Put conditions on bequests

Also learn other purposes behind the use of trusts.

GRATs, QPRTs, SNTs, ILITs????

Trusts and estates lawyers need to learn a whole set of acronyms for the various types of trusts available to their clients. Become familiar with the terms and general concepts as your first foray into the estate planning world.

Everyone should have a will, sure. What other estate planning tools are available to either protect assets or assure assets are distributed according to your clients’ wishes?

More and more clients are exploring the use of trusts in their estate planning. This seminar will give the practitioner an overview of various types of trusts to consider when assisting a client with specific estate planning needs. Learn which trusts will serve your client’s goals from tax planning, to protecting a disabled beneficiary, to making charitable bequests. This is a basic- level seminar.

Trusts Overview

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Testamentary Trusts
  • Credit Shelter or Family Trusts
  • Grantor-Retained Annuity Trusts
  • Marital Deduction Trusts
  • Qualified Terminable Interest Property Trusts
  • Qualified Personal Residence Trusts
  • Qualified Domestic Trusts
  • Charitable Remainder Trusts and Charitable Lead Trusts
  • Special Needs Trusts
 

Save up to 40% on online seminars and webcasts with the purchase an 8- or 12-credit Online Bundle. Take up to 365 days to choose the programs you want.

Government Attorney? Receive a 50% discount on this and most seminars, and a 30% discount on publications.
New Virginia Lawyer? (less than three years) Receive a 25% discount on this and most seminars and publications.

Schedule

Faculty

ABOUT THE SPEAKER

Virginia H. Grigg, Christian & Barton, LLP / Richmond

Virginia H. Grigg is counsel in Christian & Barton's Trusts and Estates section.  Her practice focuses on estate planning, administration of estates, and litigation involving estate and trust matters.  A graduate of TC Williams School of law, she is a frequent lecturer on these topics.

Locations, Dates and Fees

Registration Options
  • Add to Cart
 
CLE Experience Potomac Cruise   Florence International CLE   Clear the docket

CONTACT US

Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901

JOIN OUR MAILING LIST:

  • Virginia CLE® is the non-profit educational division of the Virginia Law Foundation.