"Tax Considerations in Drafting a Revocable Living Trust Agreement"
CLE Webinar
"Tax Considerations in Drafting a Revocable Living Trust Agreement"
Presenter: Francis Burton Doyle, Esq., WealthPLAN
CLE: 1.5 (includes 1.5 legal ethics)
Course Description:
This 90-minute CLE webinar includes a basic overview of the drafting issues and challenges that an estate planning attorney faces in their practice everyday. This presentation will go cover these topics:
- Importance of tailoring trust provisions to achieve tax objectives
- Learn the tax consequences of various trust provisions
- Learning to avoid the common tax traps
We plan to give each participant a copy of the form that the presenter, Attorney Frank Doyle, designed to draft a "Basic Revocable Living Trust Agreement" and then the instructor will cover each step of the drafting process including the important tax considerations. This course includes a step-by-step tutorial using a proprietary drafting form/template that has been 30+ years in the making!
This CLE Legal Training Package includes the following:
1) A Video Recording (MP4-immediate download) of the Live Course Session
2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the Live Course Session
3) A PDF/immediate download of the Comprehensive eStudy Guide of course materials and/or forms which
also includes the CLE Course Evaluation and CLE Certificate of Attendance
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Your CLE Instructor
Francis Burton Doyle, Esq., Founder of WealthPLAN
Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.
Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.
Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.
CLE Webinar Curriculum
Frequently Asked Questions
Dear CLE Participant
A note from the presenter of the course:
My name is Frank Doyle; I have been working in the estates and trusts area of law for over thirty years…. I am a member of the State Bar of California and certified by the Cal Bar as a specialist in Taxation Law and Probate, Estate Planning and Trust Administration. I am also an educator and I enjoy teaching and sharing the stories of the challenging legal conundrums that I have solved in my estate planning practice over the years. My goal as an educator and professor of law is to provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more to help the participant (you) to understand each topic we cover.
Thank you for choosing Advanced Legal Training Institute as your preferred CLE Provider, we appreciate your business.
Advanced Legal Training
Institute offers...
Customized
Onsite Legal Seminars & Training (MCLE)
Legal Consulting &
Coaching | Speaking | Client Support Services
©Copyright 2006-2016. all rights reserved.