Drafting Strategies Using a Revocable Living Trust for Seniors and Persons With Disabilities

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Includes: Revocable Living Trust Flowchart

Revocable living trusts are a common tool used in planning for elder law and special needs clients. Over the years, we have worked with attorneys from across the country as they encounter drafting questions while designing the revocable living trust for these unique clients.

Webinar Recorded: January 13, 2022
Duration: 58 minutes
Presenters: Jill Roamer, J.D., CIPP/US and Jim Wolverton, J.D.

Jill Roamer highlights some of the common requests she has assisted attorneys with as they are putting together the revocable living trust. This is a unique opportunity to learn from the challenges we have experienced while supporting our member attorneys. We will also take a look at solutions the ElderDocx drafting software provides for these planning concerns.

Topics covered include: 

  • When is an RLT used?
  • RLT and estate recovery
  • Common questions when drafting:
    • Joint RLT between non-spouses
    • Schedule of Assets
    • Spousal distribution options
    • SNT provisions
    • Accumulation trust provisions
    • Trust administration