Program Details
2025-12-11 14:00:00
Over 1,000+ webinars
Course Overview
2025-12-11 14:00:00
2h CLE Credits
Intermediate
2
2:00 pm - 3:00 pm ESTAttorney Georgia Bender compares revocable and irrevocable trust structures across flexibility, tax treatment, and asset protection, then examines revocable trust advantages for probate avoidance and estate tax planning—helping you identify ideal candidates for each approach.
Joseph M. Donohue
Georgia Bender 3:10 pm - 4:10 pm ESTAttorney Joseph Donohue reviews four irrevocable trust types—Medicaid asset protection, SLATs, ILITs, and special needs—with drafting tips, then tackles trust administration: EIN requirements, four key phases, avoiding contests, and shielding fiduciary clients from liability.
Joseph M. DonohueGeorgia BenderJoseph M. Donohue is the Managing Member of Donohue, O’Connell & Riley PLLC, a multi-jurisdictional trusts and estates firm serving affluent families, business owners, and executives across the Northeast. Over the course of his career, Joe has advised thousands of clients on structuring their personal affairs and businesses to minimize taxes, reduce exposure to unforeseen liabilities, and ensure the smooth transition of assets between generations. He is recognized for his distinctive ability to process the most complex legal and financial situations efficiently, translate them into plain, actionable terms, and craft tailored plans that protect families and preserve lasting legacies. Affluent families and business owners trust Joe to maximize the tax efficiency of their real estate, investment, and insurance assets and to collaborate seamlessly with their team of trusted advisors.
Georgia Bender is an Associate Attorney at Donohue, Beasley & Ferber PLLC, where she counsels individuals and families on estate planning, elder law, and estate administration matters. Based in the firm’s Warwick office, Georgia brings to her practice a genuine enjoyment of client relationships, a steady comfort with complex legal and financial questions, and strong research skills that allow her to develop thoughtful, well-grounded strategies for every matter she handles. She is a valued part of the team serving the Orange County community and the firm’s broader client base across the Northeast.
Joseph M. Donohue is the Managing Member of Donohue, O’Connell & Riley PLLC, a multi-jurisdictional trusts and estates firm serving affluent families, business owners, and executives across the Northeast. Over the course of his career, Joe has advised thousands of clients on structuring their personal affairs and businesses to minimize taxes, reduce exposure to unforeseen liabilities, and ensure the smooth transition of assets between generations. He is recognized for his distinctive ability to process the most complex legal and financial situations efficiently, translate them into plain, actionable terms, and craft tailored plans that protect families and preserve lasting legacies. Affluent families and business owners trust Joe to maximize the tax efficiency of their real estate, investment, and insurance assets and to collaborate seamlessly with their team of trusted advisors.
Georgia Bender is an Associate Attorney at Donohue, Beasley & Ferber PLLC, where she counsels individuals and families on estate planning, elder law, and estate administration matters. Based in the firm’s Warwick office, Georgia brings to her practice a genuine enjoyment of client relationships, a steady comfort with complex legal and financial questions, and strong research skills that allow her to develop thoughtful, well-grounded strategies for every matter she handles. She is a valued part of the team serving the Orange County community and the firm’s broader client base across the Northeast.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
