Revocable Living Trust Drafting Camp – Sept. 2022
Full Day Course: September 23, 2022, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Course includes: Webinar + Recording
Online Location: Live Streaming via Zoom
Earn up-to 4.0 CLE hours
Revocable living trusts (RLTs) are a cornerstone planning document for many families. The ElderCounsel RLT can be drafted according to your clients’ planning goals during their lifetime and instruct how they would like their assets to pass outside of the probate process when they pass away. The ElderCounsel RLT has unique design and tax options that pertain to elder and special needs planning as well. The trust is only one document in the larger RLT document set. There are a variety of supporting documents that are drafted in the software to correspond with the selections you make while designing the trust, such as the Companion Will and Funding Instructions.
Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks through a big picture overview of RLT trust design. She will then dive into the ElderDocx® drafting system to illustrate the various RLT design options and corresponding resulting trust language and how to ensure your clients’ elder and special needs planning goals are attained. She will highlight the supporting documents to the RLT document set so that you have a full picture of the resources the system provides your clients.
Who Should Attend:
Attorneys looking to understand the big picture overview of RLT trust design.
This event requires a great deal of participation from attendees. We highly recommend attending in-person if at all possible. If you opt to attend via live webcast, we ask that you prepare accordingly by following the guidelines below:
- Be prepared to share your webcam. This will allow attendees and presenters to see you and more easily interact with you during the event.
- Be sure your Internet speed will support streaming the workshop.
- You must have an Internet connection with a minimum speed of 10 Mbps. We strongly recommend a wired connection. You may learn your speed at www.speedtest.net.
- A quiet place without interruptions
- A working microphone
- Google Chrome as your recommended browser
- Close other applications and bandwidth heavy items such as cloud applications that require continuous syncing
- Headphones are recommended for listening.
- If at all possible, make plans to participate from a location outside of your office. This event requires participation from attendees and if you are interrupted by work demands you (and other attendees) will not get the full benefit from the event and it will be disruptive for everyone.
- Come ready to participate, learn, and have fun!
Cancellation Policy: Any enrollee in an ElderCounsel course (excluding online courses in the Learning Center) that cancels at least 10 business days in advance of the start of the course will be eligible for a full refund.
- Any cancellations within 3-10 business days of the start of a course, will receive a full refund less a $250 cancellation fee.
- For cancellations occurring with less than 3 days’ notice, no refunds will be issued.
- For the Elder Law Immersion Camp, the cancellation fee of $250 will be waived if the attendee registers for the next available ELIC.
Substitution Policy: If you are unable to attend, you may transfer your registration to another person within your organization by submitting the new attendee’s name and contact information [email protected].