Respond to Rapid Change and Rev Up Your Document Drafting

From portability elections to virtually revocable trusts to digital assets, estate planning is changing rapidly and in profound ways. Get the latest drafting strategies from the experts and get your forms in tip-top shape. This perennially popular and valuable program informs you of the changes in the law and gives you model forms that you can put to use today.

Learn to:

• Prepare Lady Bird deeds with uncapping in mind
• Use credit shelter trusts effectively today
• Successfully complete an asset declaration, Medicaid application, and other key documents
• Address clients' privacy concerns with their digital assets
• Draft a virtually revocable trust to maximize step-up in basis
• Allocate capital gains to distributable net income in your trusts
• Recognize the best applications for irrevocable trusts
• Ensure flexibility for your clients to modify or terminate trusts