Program Details
2025-07-31 12:30:00
Over 1,000+ webinars
Course Overview
2025-07-31 12:30:00
3.5h CLE Credits
Intermediate
3.5
12:30 pm - 1:30 pm ESTThis session explores the tax advantages and disadvantages of using trusts to safeguard property and build wealth, including income tax reduction, wealth transfer tax strategies, and the powerful benefits of grantor trust status. Participants will learn how trusts provide creditor protection, including modern self-settled trust options available in approximately half of U.S. states, and how flexibility in wealth disposition serves evolving family goals.
Jonathan G. Blattmarchr
Thomas Tietz 1:40 pm - 2:10 pm ESTThis session provides practical guidance on drafting revocable trusts, including sample provisions and key language that should be included in every trust document. Attendees will learn about essential elements such as successor trustee provisions, trust protector powers, spendthrift clauses, and special needs provisions, while examining common drafting errors that create administrative and legal complications.
Jonathan G. BlattmarchrThomas Tietz 2:10 pm - 3:10 pm ESTThis session examines curated considerations during each phase of irrevocable trust administration, from establishing representation to implementing advanced planning mechanisms like Wandry clauses and defined value mechanisms. Participants will review state law fiduciary duties trustees must observe and explore selected issues that arise in contested trust matters, including proper documentation and tax planning strategies.
Jonathan G. BlattmarchrThomas Tietz 3:20 pm - 4:20 pm ESTThis session addresses ethical considerations arising during formation and administration of irrevocable trusts for complex families, with focus on pertinent Model Rules of Professional Conduct including Rules 1.1, 1.2, 1.7-1.9, 4.3, and 5.1. Attendees will learn defensive practice strategies, including proper documentation, client communication, and oversight responsibilities for all fiduciaries including trustees, trust protectors, and agents under powers of attorney.
Jonathan G. BlattmarchrThomas TietzJonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company (formerly Alaska Trust Company) and a Director/Principal of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm located in Chicago and New York. He is a Principal at Interactive Legal Services Management, LLC, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and in California bars.
Attorney in private practice in New Jersey and New York, experienced in estate planning implementation including core documents, advanced planning with various trust structures, trust administration, estate administration, and corporate documentation.
Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company (formerly Alaska Trust Company) and a Director/Principal of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm located in Chicago and New York. He is a Principal at Interactive Legal Services Management, LLC, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and in California bars.
Attorney in private practice in New Jersey and New York, experienced in estate planning implementation including core documents, advanced planning with various trust structures, trust administration, estate administration, and corporate documentation.
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
