The program will focus on specific trusts, what they are used for, how they fit into an estate plan, and the specific conditions governing each. Faculty will be the authors of the newest edition of the upcoming “Using and Drafting Trusts in Estate Planning”, who will teach their chapter topics, and will include all of the relevant updated case law, IRS rulings, statutes, and regulations.

Topics Covered:

Trusts Qualified to Hold S Corporation Stock
Laura Thomas, Esq., Davis, Agnor, Rapaport, & Skalny

Revocable Living Trusts; Bypass or Credit Shelter Trusts
Todd Bornstein, Esq., Selzer Gurvitch

Trust as Beneficiary of Retirement Account Benefits
Jeffrey S. Glaser​​, Esq., Saul Ewing LLP

The Marital Deduction; Selected State Law issues
Kathleen Adcock, Esq., Kathleen Adcock Law

Irrevocable Life Insurance Trusts
Michelle Chapin, Esq.,Paley Rothman

Generation-Skipping Trusts; Charitable Split-Interest Trusts; GRITs, QPRTs, and GRATs
John P. Edgar, Esq., Baker Donelson

Planning for People with Disabilities
Mary O’Byrne, Esq., Bowie & Jensen LLC

Q&A

Faculty include: 

Kathleen Adcock, Esq., Kathleen Adcock Law
Todd Bornstein, Esq., Selzer Gurvitch
Michelle Chapin, Esq.,Paley Rothman
John “Jack” Edgar, Esq., Baker Donelson
Mary O’Byrne, Esq., Bowie & Jensen LLC
Laura Thomas, Esq., Davis, Agnor, Rapaport, & Skalny
Jeffrey S. Glaser​​, Esq., Saul Ewing LLP will present the chapter on Retirement Accounts in Trusts, updated by author Kristen Hall, Esq., Selzer Gurvitch

The course book will be the new, 2023 edition of the publication “Using & Drafting Trusts in Estate Planning“. Please click her to purchase it https://www.msba.org/product/udtiep-2023/

Six hours of CLE credit will be offered by the surrounding MCLE states.