New York State Bar Association: Anatomy of a Trust

Overview


Toni Ann Kruse spoke at the Anatomy of a Trust CLE on Supplemental Needs Trusts.

The programme centered on the fundamentals of creating various types of trusts including how to draft the trust and when specific trusts are appropriate based on a client’s needs and goals. The program covered Irrevocable Medicaid Income Only Trusts, Special Needs Trusts, Pet Trusts, QTIP (Marital Deduction Trusts), Credit Shelter Trusts, Grantor Trusts and Life Insurance Trusts, among others. This program was designed for newly admitted attorneys, those new to estate and long-term care planning, or practitioners who want a refresher on trusts.

For more information, please click here.

Dig Deeper

Munich, Germany / McDermott Event / November 28, 2019

McDermott Private Client Forum

New York, NY / McDermott Event / November 21, 2019

2019 Private Client East Coast Forum - New York

Washington, DC / Speaking Engagements / November 14-15 2019

International Trust and Estate Planning 2019

Los Angeles, California / Speaking Engagements / October 10, 2019

Business Owners and Estate Planning:

Chicago, Illinois / Speaking Engagements / October 9, 2019

Family Offices – How Do They Fit into the Institution?

Chicago, Illinois / Speaking Engagements / October 7-8, 2019

Emigrant Partners' Annual Summit

Get In Touch