importance-of-special-needs-planning-provisions-in-revocable-living-trust-drafting

FREE WEBINAR

Steer Clear of Malpractice: The Importance of Special Needs Planning Provisions in Revocable Living Trust Drafting

Thursday, March 11
12:00–1:00 p.m. ET
Brian Albee, J.D.

Register by filling out the form!

THIS WEBINAR STARTS IN

2021/03/11 12:00 PM EST

What You’ll Gain in This Webinar

Revocable living trusts are a common “basic estate planning” tool used to ensure probate avoidance. A supplemental needs trust embedded in the trust is designed for a beneficiary who may be disabled at the time of inheritance. However, revocable living trusts frequently do not contain supplemental needs planning provisions. This absence can create havoc and financial damage to a family when a supplemental needs person is designated as a beneficiary of the trust.

Join Brian Albee, J.D. as he discusses how:

  • To include language in your revocable living trusts that will provide you and your clients protection from future trouble should their beneficiaries be deemed disabled.
  • Including this flexibility in the trust will allow the trustee to make distributions appropriately, no matter the future status of beneficiaries.

Please take this opportunity to learn about the importance of these trust clauses which can help you steer clear of malpractice claims in your revocable living trust drafting practice.

Steer Clear of Malpractice:
The Importance of Special Needs Planning Provisions
in Revocable Living Trust Drafting

Thursday, March 11 at 12:00 p.m. ET
45 minute presentation, 15 minute Q&A

Who Should Attend: Attorneys and staff that draft revocable living trusts.

Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.

About Presenter

Brian Albee, J.D.
Director of Law and Technology, ElderCounsel

Brian joined ElderCounsel in February of 2008 and serves as Director of Law and Technology.  Prior to joining ElderCounsel, Brian was the Director of Technology for WealthCounsel, ElderCounsel’s sister company.  Brian practiced estate planning law in California for several years before joining WealthCounsel.  He has a keen interest in HotDocs development and helping members make the most of the software.

Brian’s primary role with ElderCounsel is the creation and maintenance of ElderDocx®, ElderCounsel’s elder law document drafting system, as well as website and other technology management for ElderCounsel.

Brian attended Golden Gate University School of Law in San Francisco, California, where he served as a Law Review associate editor.

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