The life cycle of a trust is only beginning after the trust document is signed. Many clients, however, think this is also the end of the drafting lawyer's involvement.

In this perfect companion to the Probate & Estate Planning Institute, gain an understanding of the crucial roles you play throughout the life cycle of a trust, approach every stage in a segmented and understandable way, and help the client recognize and appreciate the value added by the lawyer’s continued involvement. Lou Harrison takes you on an interactive tour through these nuances with the goal of adding a new, important skill to your estate planning practice.

Learn to:

• Identify the post-signing work for each kind of trust and maintain involvement post-signing with ticklers, checklists, and summaries to give to clients
• Convey and manage trusts to ensure the trusts you draft or review are safe under IRS rules
• Establish expectations for the grantor, her family, the trustee and beneficiaries as to what will be done each year.
• Revive effective income tax planning
• Explore all avenues available for modifying an otherwise irrevocable and unamendable trust
• Be an active listener and have at your fingertips the right communications for your beneficiaries