Attorney Keenan will participate in a panel of Connecticut attorneys to discuss trusts in a webinar titled “Connecticut Trust Drafting Essentials”. The webinar is presented by National Business Institute and is intended for attorneys, accountants, financial advisors, paralegals and other legal professionals.
Attorney Keenan will co-present the material with Attorney Kate M. Casagrande Zarro, of Shelton, Connecticut.
Attorney Keenan’s portion of the discussion will cover the following topics:
State and Federal Laws Governing Trust Creation.
Parties to a Trust: Their Duties and Responsibilities.
Determining Your Client's Needs and Reasons for Drafting a Trust.
State and Local Tax and Property Laws Affecting Trust Drafting.
Situs and Jurisdiction Issues, Out-of-State Property.
Revocable Trust Structures and Uses.
Choice of Trustee(s).
Key Provisions Walkthrough.
Common Drafting Mistakes.
Registration information from National Business Institute will be posted shortly.
