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Drafting Revocable and Irrevocable Trusts; and Gifting Provisions in Powers of Attorney

Contains material from Aug 2016

Drafting Revocable and Irrevocable Trusts; and Gifting Provisions in Powers of Attorney
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Session 1: Best Practices in Drafting Revocable and Irrevocable Trusts - Trust drafting practices continue to evolve with changes in the industry. Address the basic framework for trusts, time-honored principles of drafting, situation-specific adjustments, and trends that indicate the need for new approaches.

Session 2: Provisions in Powers of Attorney for Different Levels of Gifting - Review the common gifting authorizations used in durable powers of attorney.

Includes: Audio Paper


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1. Best Practices in Drafting Revocable and Irrevocable Trusts (Aug 2016)

Renée C. Lovelace

0.75 0.00 0.00
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(mp3)
45 mins
(pdf)
24 pgs
Session 1 —45 mins
Best Practices in Drafting Revocable and Irrevocable Trusts (Aug 2016)

Trust drafting practices continue to evolve with changes in the industry. Address the basic framework for trusts, time-honored principles of drafting, situation-specific adjustments, and trends that indicate the need for new approaches.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX

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2. Provisions in Powers of Attorney for Different Levels of Gifting (Aug 2016)

Wendy Yates

0.50 0.00 0.00
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Download session materials for offline use

(mp3)
28 mins
(pdf)
24 pgs
(pdf)
47 pgs
Session 2 —28 mins
Provisions in Powers of Attorney for Different Levels of Gifting (Aug 2016)

Review the common gifting authorizations used in durable powers of attorney.   

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Wendy Yates, Moorman Tate Haley Upchurch & Yates, LLP - Brenham, TX