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2026-03-30 14:00:00

2 Credits

Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.
Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

2026-03-30 14:00:00

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Trusted by Legal Professionals

1000+

Live stream programs

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Access to live webinars & recordings

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Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn the structure, essential elements, tax considerations, and practical applications of revocable and irrevocable trusts in estate planning.

What will you gain

Attorneys will gain practical tips for trust administration, trustee selection, drafting flexibility, and strategies for probate avoidance and tax reduction.

Trust Fundamentals
Every valid trust requires four elements: grantor, trustee, beneficiaries, and trust property.
Probate Avoidance
Revocable trusts allow successor trustees to act immediately without court oversight or delays.
Tax Planning
Credit shelter trusts and SLATs help reduce estate taxes for married couples.
Medicaid Protection
MAPTs protect assets from nursing home costs with a five-year look-back period.
Trust Administration
Trustees must maintain clear records of every transaction, statement, and decision made.
Drafting Flexibility
Build backdoors through decanting provisions and powers of appointment for future modifications.

What will you learn

Attorneys will learn the structure, essential elements, tax considerations, and practical applications of revocable and irrevocable trusts in estate planning.

What will you gain

Attorneys will gain practical tips for trust administration, trustee selection, drafting flexibility, and strategies for probate avoidance and tax reduction.

Agenda

Session 1

Revocable vs. Irrevocable Trust Considerations and Planning

Session 2

Irrevocable Trusts Types and Trust Administration Essentials

clock 1:00 pm - 2:00 pm EST

Revocable vs. Irrevocable Trust Considerations and Planning

Joseph M. Donohue

Donohue, Beasley & Ferber PLLC

Georgia Bender

Donohue, Beasley & Ferber PLLC

This session examines the fundamental differences between revocable and irrevocable trusts, including flexibility, tax treatment, and asset protection implications. Attendees will learn about joint versus separate spousal trusts, income and estate tax considerations, and how to identify ideal candidates for revocable trust planning.

Joseph M. Donohue

Donohue, Beasley & Ferber PLLC

Georgia Bender

Donohue, Beasley & Ferber PLLC

clock 2:10 pm - 3:10 pm EST

Irrevocable Trusts Types and Trust Administration Essentials

Joseph M. Donohue

Donohue, Beasley & Ferber PLLC

Georgia Bender

Donohue, Beasley & Ferber PLLC

This session covers common irrevocable trust structures including Medicaid asset protection trusts, spousal lifetime access trusts, irrevocable life insurance trusts, and special needs trusts with practical drafting tips. Attendees will also explore trust administration fundamentals including EIN requirements, key administration phases, avoiding contests, and protecting fiduciaries through proper record keeping and releases.

Joseph M. Donohue

Donohue, Beasley & Ferber PLLC

Georgia Bender

Donohue, Beasley & Ferber PLLC

01 02
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Joseph M. Donohue

Donohue, Beasley & Ferber PLLC

Georgia Bender

Donohue, Beasley & Ferber PLLC

Joseph M. Donohue

Donohue, Beasley & Ferber PLLC

Managing Member of Donohue, O’Connell & Riley PLLC, expertly advising thousands of clients on structuring personal affairs and businesses to minimize taxes, reduce liability exposure, and ensure smooth asset transitions between generations.

Education & Credentials

Bachelor's degree in English Literature and Art History with minor in French from Boston University (summa cum laude, Phi Beta Kappa); Master of Philosophy in English Literature from Oxford University; Juris Doctor with honors from Boston College Law School, Executive Editor of BC Law Review.

Experience

Has advised thousands of clients on tax minimization, liability reduction, and estate planning. Works with affluent families and business owners to maximize tax efficiency of real estate, investment, and insurance assets.

Joseph M. Donohue

Donohue, Beasley & Ferber PLLC

Managing Member of Donohue, O’Connell & Riley PLLC, expertly advising thousands of clients on structuring personal affairs and businesses to minimize taxes, reduce liability exposure, and ensure smooth asset transitions between generations.

Education & Credentials

Bachelor's degree in English Literature and Art History with minor in French from Boston University (summa cum laude, Phi Beta Kappa); Master of Philosophy in English Literature from Oxford University; Juris Doctor with honors from Boston College Law School, Executive Editor of BC Law Review.

Experience

Has advised thousands of clients on tax minimization, liability reduction, and estate planning. Works with affluent families and business owners to maximize tax efficiency of real estate, investment, and insurance assets.

Georgia Bender

Donohue, Beasley & Ferber PLLC

Associate Attorney with several years of experience from prestigious law firms in New Jersey and New York, skilled in client interaction, handling complexity, and legal research.

Experience

Joined the Warwick office of Stage and Donohue PLLC in August 2024 as Associate Attorney. Previously worked as an associate at two prestigious law firms in New Jersey and New York.

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Why Attend

Why this 
program matters

Mastering revocable and irrevocable trust structures enables practitioners to protect client assets, minimize taxes, and facilitate efficient wealth transfer during the historic $124 trillion generational shift.
55%
Of Americans have no estate planning documents, leaving families vulnerable to probate delays and state-determined asset distribution. (Trust & Will 2025 Estate Planning Report)
$124T
Expected to transfer between generations through 2048, making proper trust planning essential for the largest wealth shift in U.S. history. (Cerulli Associates 2025)
3-8%
Of total estate value typically consumed by probate costs including attorney fees, executor fees, and court expenses that trusts can help avoid. (AC Adviser / WealthCounsel)
35%
Of U.S. adults have personally experienced or know someone who faced family conflict due to lack of an estate plan or comprehensive will. (WealthCounsel)

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Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

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2 Hour Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

  • Revocable vs. irrevocable
    • Flexibility
    • Tax treatment
    • Asset protection
    • Life circumstances
  • Revocable trusts
    • Joint vs. his & hers
    • Income taxes
    • Estate taxes
    • Ideal candidates

Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue

In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.

Key topics to be discussed:

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    • Spousal lifetime access
    • Irrevocable life insurance
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