Incentive Trusts — 1.78 LA 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 McKenna Long & Aldridge LLP, 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.

BOOKS FOR LAWYERS: Over 40 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

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

Price: $44.00

Louisiana Bar Number: (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, Course ID # 745729, Expires 12/31/16
DE — 1.8 General Credits, Expires 1/4/14
FL — 2 General Credits, inc 1.5 Cert Cred in Elder Law &/or Wills, Trusts & Estates, Course # 1305590N, Expires 2015-02-24
GA — 1.8 General Credits, Expires 2013-12-31
IL — 1.75 General Credits
IN — 1.8 General Credits, Expires 2014-01-24
KY — 1.75 General Credits, Expires 6/30/2012
LA — 1.78 General Credits, Expires 2014-02-28
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 (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
NC — 1.75 General Credits, Expires 2013-12-31
OH — 1.75 General Credits, Expires 2013-12-31
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 2014-02-28
TX — 1.75 General Credits, Expires 2014-02-28
UT — 1.5 General Credit, Expires 2013-12-31
VA — 2 General Credits, Expires 2013-10-31
VT — 1.75 General Credits, Expires 2014-01-04
WA — 1.75 General Credits — Activity ID #305429
WV — 2.1 General Credits

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Offline Study Alternative

Many states also permit CLE credits to be earned by study of email delivery, audio CD, and flash drive courses. For these offline study options and to Share and Save go to www.NLFcle.com.

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