Irrevocable Trusts in InterActive Legal

Friday, July 26, 2019, 12pm ET/9am PT

Presenter: Teresa L. Bush, Esq.

Duration: 1hr

Cost: Complimentary for InterActive LegalSuite Subscribers

Each InterActive Legal practice system provides subscribers with the ability to draft one or more types of irrevocable trusts. All systems contain the standard Irrevocable Trust, which can serve multiple purposes, and will be the primary focus of this drafting webinar. We will review how to set up this trust when there is a spouse involved and when there is not, grantor trust options, insurance trust options, and more. We’ll also briefly review the Single Beneficiary Irrevocable Trust, available in Wealth Transfer Planning and Elder Law Planning, as well as the joint version of both of these trusts.

This subscriber drafting webinar is appropriate for subscribers to all practice systems.

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