Program Details
2026-01-29 14:00:00
Over 1,000+ webinars
Course Overview
2026-01-29 14:00:00
2h CLE Credits
Intermediate
2
2:00 pm - 3:00 pm ESTThis session provides a synopsis of foundational trust concepts and critical considerations when designing and drafting trusts. Attendees will learn how trusts are formed, how they may operate depending on which provisions are implemented in the trust agreement, and why certain provisions might be selected. Drafting issues, tax-saving strategies, and best practices for effective trust design and funding will be considered throughout the session.
Maria Bourdeau
Thomas Norelli 3:10 pm - 4:10 pm ESTThis session explores the income taxation of trusts and the specific strategies used for both income and estate tax planning. It also examines a range of advanced trust structures and their applications, including planning considerations, funding decisions, and key exemptions. Participants will gain insight into critical drafting considerations and techniques for implementing these strategies effectively. The session provides a comprehensive view of advanced trust planning in practice.
Maria BourdeauThomas NorelliMaria L. Bourdeau is a partner in the Trusts and Estates Practice Group in the New York office of Kirkland & Ellis LLP. Maria’s practice focuses on sophisticated estate and tax planning for high-net-worth individuals and families. She also advises clients on family wealth preservation, structuring family offices, business succession planning, estate and trust administration, and charitable planning. Maria regularly writes and speaks on estate planning topics. Maria received an LL.M. in Taxation from New York University School of Law and is a graduate of Notre Dame Law School and Middlebury College.
Thomas Norelli is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Tom’s practice focuses on wealth transfer planning, wealth preservation, trust and estate administration, charitable organizations, and charitable giving. He advises principals of private equity funds and venture capital firms, business executives, leaders in the financial industry, and other individuals of significant wealth and their families to accomplish their estate, charitable, and business succession planning objectives in a tax-efficient fashion. Tom also counsels fiduciaries regarding the ongoing administration of high-net-worth estates and trusts and advises on issues related to charitable organizations, including nonprofit formation, administration, grant making, and governance.
Tom is a contributor to The Complete Estate Planning Sourcebook (published by Wolters Kluwer) and regularly writes and speaks on trust and estates topics.
Maria L. Bourdeau is a partner in the Trusts and Estates Practice Group in the New York office of Kirkland & Ellis LLP. Maria’s practice focuses on sophisticated estate and tax planning for high-net-worth individuals and families. She also advises clients on family wealth preservation, structuring family offices, business succession planning, estate and trust administration, and charitable planning. Maria regularly writes and speaks on estate planning topics. Maria received an LL.M. in Taxation from New York University School of Law and is a graduate of Notre Dame Law School and Middlebury College.
Thomas Norelli is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Tom’s practice focuses on wealth transfer planning, wealth preservation, trust and estate administration, charitable organizations, and charitable giving. He advises principals of private equity funds and venture capital firms, business executives, leaders in the financial industry, and other individuals of significant wealth and their families to accomplish their estate, charitable, and business succession planning objectives in a tax-efficient fashion. Tom also counsels fiduciaries regarding the ongoing administration of high-net-worth estates and trusts and advises on issues related to charitable organizations, including nonprofit formation, administration, grant making, and governance.
Tom is a contributor to The Complete Estate Planning Sourcebook (published by Wolters Kluwer) and regularly writes and speaks on trust and estates topics.
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
