Essentials of Drafting Trusts in Virginia

MCLE Credits: 3.0
Ethics Credits Included: 0.0

Wednesday, June 20, 10:00 a.m. - 1:15 p.m. ET
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Tuesday, July 10, 10:00 a.m. - 1:15 p.m. ET
  • Webcast with Live Q&A
  • Telephone with Live Q&A
MCLE Credit: 3.0 (Ethics: 0.0)
Live-Interactive Credit: 3.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Registration Fee: $190

Information

Why Attend?

Attendees will learn:

  • How to draft the basic revocable trust from start to finish
  • How to assess capacity to execute a revocable trust
  • How to protect a trust from challenge and litigation
  • Methods to salvage do-it-yourself trusts and other seemingly deficient writings
  • Changing the unchangeable: modifying the irrevocable trust

In addition, the speakers will review some of the more common provisions found in trusts.

What are the advantages of using a trust, rather than a will, to control the disposition of property at death and select the person designated to execute upon the decedent’s wishes? Are there still tax reasons to create revocable trusts? What kinds of irrevocable trusts are proper for the basic estate plan?

This seminar will cover the important issues in drafting trust documents, as well as provide a refresher for estate planning attorneys on these basic issues, so that they may advise their clients as to the orderly disposition of property at death through the use of revocable and irrevocable trusts.

 

Discounts available for Virginia CLE hybrid seminars Follow link to learn about how Online Bundle credits offer 40% discount Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about how Online Bundle credits offer 40% discount Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Telephone: Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar
Live on Site: Online registration ends at 11:59 p.m. the day preceding the seminar
Walk-in registration is permitted on a space-available basis

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.


Can't Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.

Schedule

COURSE SCHEDULE (June 20)

10:00 Essentials of Drafting Trusts in Virginia
1:00 Question-and-Answer Session
1:15 Adjourn
  • Sign-in for live seminar attendees in Charlottesville begins at 9:30 a.m.
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

COURSE SCHEDULE (July 10)

10:00 Essentials of Drafting Trusts in Virginia
1:00 Question-and-Answer Session
1:15 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

ABOUT THE SPEAKERS


John T. Midgett
, Midgett Preti Olansen PC / Virginia Beach

John Midgett’s practice is concentrated in the related areas of estate planning, administration, and taxation, estate and fiduciary litigation, and family business planning. He has previously spoken and written on various topics relating to estate planning, taxation, probate, elder law, and family businesses. In addition to his busy practice and speaking schedule, Mr. Midgett is actively involved in the Hampton Roads Estate Planning Council (President, 2010–2011), and the Duke University Estate Planning Council.  He has served a Chair of the Trusts and Estates Section of the Virginia State Bar.  He has also served as Chair of the Trusts and Estates Section of The Virginia Bar Association and is on the Board of Directors of the National Association of Estate Planners & Councils. He is an AV-rated attorney as well and is included in the 2006-2017 Editions of The Best Lawyers in America®. He is a Fellow of the American College of Trust and Estate Counsel and has been designated as an Accredited Estate Planner® by the National Association of Estate Planners & Councils.

Alison R. Zizzo, Midgett Preti Olansen PC / Virginia Beach

Alison Zizzo is a Shareholder at Midgett Preti Olansen and concentrates her practice in trust and estate litigation, including fiduciary disputes, beneficiary representation, guardian and conservatorships, and elder law. She has extensive civil litigation experience and can handle a variety of general litigation matters, including business disputes, collection and defense of debts and contract disputes. In addition, Ms. Zizzo handles complex trust and estate administration matters, assisting families with trust and estate administration issues, as well as litigation that may arise during the course of administration.

In 2014 and 2015, Ms. Zizzo was selected by her peers to be included in Virginia Business magazine’s Legal Elite in the category of Young Lawyer and in the category of Taxes/Estate/Trusts/Elder Law in 2015. In 2014, Virginia Super Lawyers magazine selected her as a Rising Star in the category of Estate and Trust Litigation. She was recognized in 2017 in Virginia Business magazine’s Legal Elite in the category of Taxes/Estate/Trust and Elder Law.

Ms. Zizzo earned her Bachelor of Arts in History from Christopher Newport University, where she was awarded the Martha Woodword Scholarship for Excellence in History. She received her law degree from Regent University School of Law where she earned Top Honors recognition in courses on Legal Research and Writing, Trial Practice, and Wills, Trusts and Estates. Ms. Zizzo has an AV Preeminent® rating from Martindale Hubbell.

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    Charlottesville, VA 22901

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