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Alabama Trusts Webinar Series

Alabama Trusts Webinar Series

Product Code: ALtrusts
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Each webinar is approved for 1 hour of General CLE Credit.

Bonus offer! Save 30% on any webinar purchase by subscribing to Alabama Law Weekly today! Simply put both products in your cart and use coupon code LEGAL30 at checkout to get the discount.

Alabama Trusts Webinar Series

Here's your chance to get up to speed on the latest Trust issues of interest to Alabama estate planning atttorneys. Choose to participate in Part I, Part II, or save $47 when you sign up for both Part I and II and earn 2 hours of CLE.

Alabama Trusts Part I:
A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan. A trust allows a third party – the trustee – to hold assets on behalf of a beneficiary. The trust can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries. What are the advantages of a trust? The use of a trust avoids probate. It allows the beneficiaries of the trust to get access to the trust assets quicker than if the assets were transferred by will. The use of a trust avoids courts fees and, potentially, reduces estate taxes as well.

In the first part of this two-part webinar, you'll learn the basics of a trust, its jargon, and what laws govern its creation. You'll also get practical advice and learn how a trust works for your client.

Agenda:

  • What is a trust?
  • What are the origins of trusts?
  • Why create a trust?
  • Basic jargon of trusts
  • What laws govern trust creation?
  • How do you explain trusts to a client?


Alabama Trusts Part II:

What type of trust is best for your client? An irrevocable trust cannot be altered, changed, modified or revoked after its creation (absent extreme extenuating circumstances). A “living” trust, created during the lifetime of the grantor, can be modified or revoked. A spendthrift trust does not allow the beneficiary to sell or pledge his or her interest in the trust and is out of the reach of the beneficiaries’ creditors until it is distributed to the beneficiary. In the second part of this two-part webinar, the presenter will discuss what to put into the trust and the different types of trusts that may be created.

Agenda: 

  • Revocable Trusts v. Irrevocable Trusts 
  • What should go into the trust? 
  • Is anything "automatically" put into a trust? 
  • What is an "executory trust"? 
  • "Living trust"? 
  • "Spendthrift trust"?


Choose to attend Part I or Part II. Or, attend both part I and II and save $47, while earning 2 hours of CLE!

Alabama Trusts Part I: Basic Principles for the Non-Specialist Attorney

Live Webinar: Wednesday, May 31, 2017

10:00 a.m. to 11:00 a.m. Central
(1 hour of General CLE Credit)


WEBINAR SNAPSHOT: Gain CLE and learn the basics of trusts in Alabama estate planning.



A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan. A trust allows a third party – the trustee – to hold assets on behalf of a beneficiary. The trust can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries.

What are the advantages of a trust? The use of a trust avoids probate. It allows the beneficiaries of the trust to get access to the trust assets quicker than if the assets were transferred by will. The use of a trust avoids courts fees and, potentially, reduces estate taxes as well.

In the first part of this two-part webinar, the presenter discusses the basics of a trust, its jargon, and what laws govern its creation. He will also give practical advice and explain how a trust works for your client.

Agenda:

  • What is a trust?
  • What are the origins of trusts?
  • Why create a trust?
  • Basic jargon of trusts
  • What laws govern trust creation?
  • How do you explain trusts to a client?


Don't miss this chance to build your estate planning skill set while earning valuable CLE!

Alabama Trusts Part II: When and How to Use Specific Trusts

Live Webinar: Wednesday, June 14, 2017

10:00 a.m. to 11:00 a.m. Central
(1 hour of General CLE Credit)


WEBINAR SNAPSHOT: Earn CLE credit as you learn which types of trusts are most appropriate given your clients' situations.



What type of trust is best for your client? An irrevocable trust cannot be altered, changed, modified or revoked after its creation (absent extreme extenuating circumstances). A “living” trust, created during the lifetime of the grantor, can be modified or revoked. A spendthrift trust does not allow the beneficiary to sell or pledge his or her interest in the trust and is out of the reach of the beneficiaries’ creditors until it is distributed to the beneficiary. 

In the second part of this two-part webinar, the presenter will discuss what to put into the trust and the different types of trusts that may be created. 

Agenda: 

  • Revocable Trusts v. Irrevocable Trusts 
  • What should go into the trust? 
  • Is anything "automatically" put into a trust? 
  • What is an "executory trust"? 
  • "Living trust"? 
  • "Spendthrift trust"? 


Don't miss this chance to build your estate planning skill set while earning valuable CLE! 

About Your Presenter:

James B. GriffinJames B. Griffin
Founder
James B. Griffin, LLC

James B. Griffin founded James B. Griffin, LLC in Mountain Brook and serves clients in Alabama and Georgia who are pursuing the American dream of property ownership, business ownership, and investing in their future. The firm’s mission is the protection of private property rights, especially in real estate, the creation of wealth, and the preservation of assets through estate planning, especially for those heirs who are not capable of taking care of themselves. He is a Birmingham native who graduated from Gordon College in Massachusetts with a B.A. in Economics and History, from the University of Alabama with a M.A. in History, and from Vanderbilt University Law School. He began his practice at a large firm in Atlanta and then in a small firm for most of a decade in his wife's hometown of Covington, Georgia, before returning home to Alabama. His practice today concentrates on estate planning, trusts, estate administration, property, and real estate.

Have a specific question related to the topic of this audio conference? Post it here and get an answer during the event, time permitting, or in a follow-up e-mail from the audio conference presenter. This is only available to audio conference registrants.

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