Learn how to properly and effectively draft different types of trusts for an estate plan.
In this program, the speaker will introduce the topic of using trusts in estate planning by first discussing various types of trusts, why trusts are typically used, and the parties and documentation involved in creating a trust. We will then cover how trusts are drafted and common provisions that most trust documents contain. Finally, we'll look at a number of specific provisions that can be included in trusts to add flexibility and carry out a client's intent. After attending this presentation, attendees should have a better understanding of the various types of trusts and how they are commonly used as part of an estate plan. Additionally, attendees will learn what provisions are important to include in the trust document and be introduced in the trust document and be introduced to how trusts operate.
Agenda
Faculty
Philip J. Tortorich
Actuate Law LLC
- Head of Actuate Law LLC’s private client services practice
- Founding member of Actuate Law, LLC; former partner at Katten Muchin Rosenman, LLP
- Over 25 years of experience in trusts and estates law
- Practice focuses in the areas of tax and estate planning matters, primarily representing ultra-high net worth individuals, and their closely-held corporate groups and family offices (single and multi-family)
- Has worked in the captive insurance space for more than a decade and is one of only a few attorneys who handle both the income tax and estate and gift tax aspects of captive insurance programs for closely held middle market businesses
- J.D. degree, Loyola University Chicago School of Law; B.A. degree, Loyola University Chicago
- Can be contacted at 312-579-3129 or [email protected]
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