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Estate Planning
Incentive Trusts — 1.75 Kentucky General Credits

Incentive Trusts have become very popular. In this 1.75-hour January 4, 2012 program, Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, explains the differences between traditional trusts and incentive trusts and the reasons for the popularity of the latter. He describes the various types of incentive trusts, alternatives to them and considerations in selecting a trustee.

Major topics include:

Introduction

• definition

• reasons for popularity

Traditional Trusts

• types

• distribution provisions

• advantages and disadvantages

Incentive Trusts

• behaviors to encourage and discourage

• typical provisions

• advantages and disadvantages

Productivity Trusts

• trust provisions

• more

Discretionary Trusts

• mission statement

• important provisions

• advantages and disadvantages

Alternatives To Trusts

• FLPs and LLCs

• custodianships

• Considerations In Naming A Trustee

FORMS: For fully-editable downloadable forms in many practice areas, please go to www.NLFforms.com.

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00
: (required)
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.75 General Credits
AZ — 1.75 General Credits
CA — 1.75 General Credits
CO — 2 General Credits, Expires 12/31/14
DE — 1.8 General Credits, Expires 1/4/14
FL — 2 General Credits, Course # 57042, Expires 8/23/13
GA — 1.8 General Credits, Expires 12/31/12
IL — 1.75 General Credits
IN — 1.75 General Credits, Expires 1/24/13
KY — 1.75 General Credits, Expires 6/30/2012
LA — 1.75 General Credits
ME — 1.75 General Credits
MO — 2.1 General Credits
MT — 1.75 General Credits
NV — 1.5 General Credits, Course # NLFB12-vd, Expires 1/4/14
NJ — 2 General Credits
NM — 1.8 General Credits, taped 1/4/12
NY — 2 Professional Practice Credits
OH — 1.75 General Credits, Expires 12/31/2012
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Valid 3/1/12-2/28/13
TX — 1.75 General Credits, Expires 2/28/2013
UT — 1.5 General Credit, Expires 12/31/12
VA — 2 General Credits, Expires 10/31/12
VT — 1.75 General Credits
WA — 1.75 General Credits — Activity ID #305429
WV — 2.1 General Credits
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