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Revocable Trusts

Product Description

  • Start Time: 9:30 AM
  • End Time: 11:30 AM
  • Date: October 25, 2017
  • Location: Training Center
  • MCLE Credits: 2
  • Instructor: Jack S. Johal
  • Seats: 8

In this presentation, Jack S. Johal, J.D., LL.M. will discuss the different types of revocable trusts as well as the different types of provisions that can be included in revocable trusts.

Topic will include:
• The role of the Grantor
• Revocable Living Trusts v Irrevocable Living Trust
• Avoiding Probate
• Ease of Management
• Stewardship of Resources after Death
• Tax Advantages

Developing a balanced strategy is critical in assisting your client with the appropriate trust to fit their specific needs

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