Categories: Estate Planning/Elder Law
Section 002, Use of Trusts in Estate Planning - Bauch, Caitlin, Longfield, Jonathan
Course Page for Spring 2023 ZGG - Bauch, Caitlin, Longfield, Jonathan
This course studies the use of trusts from the perspective of both the drafting attorney and the trustee who administers the trust. In this course, we will explore hypotheticals based on common estate planning situations and discuss the use of trusts as a solution. We will also explore issues that arise in the disposition of property, interpretation of trust language, management of trust assets, selection of a trustee, powers of the trustee, and determining who the lawyer represents (entity, fiduciary, or beneficiaries) and identify drafting and administrative solutions to such issues.