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Revocable Trust Drafting: Funding Issues, Transfers, Tax Planning, Disposition of Personal Property and Real Estate

On May 6, 2022 by Schnader

EVENT DATE: May 10, 2022

Erica Howard-Potter presented a Strafford CLE/CPE program about “Revocable Trust Drafting: Funding Issues, Transfers, Tax Planning, Disposition of Personal Property and Real Estate,” on May 10, 2022.

This CLE/CPE webinar provided estate planners a detailed analysis of key challenges and pitfalls to avoid when drafting revocable trusts. The program discussed the legal framework and key considerations for revocable trusts, pros and cons for grantors, funding the trust and key issues, transferring assets to the trust, dispositions of personal property and real estate, key tax planning considerations, and other issues in drafting revocable trusts.

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