Effective Trust Planning & Drafting: Revocable Trusts (2013)
Covered in this presentation are many commonly occurring issues surrounding revocable trusts: When is an irrevocable trust appropriate? When is it not appropriate? Does it avoid probate? Does it protect the grantors assets in any way from creditors? What are examples of situations where it is advisable? Does it provide benefits where real property is owned in multiple states? Where are the assets of revocable trust estate taxed? What about the non-New York property?
Bonnie McGuire Jones, Esq., Bonnie McGuire Jones PLLC, Clifton Park.
1.5 MCLE Credits
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