Legal Education: STEPS
This webinar is open to Lawyers With Purpose members only.
Utilizing the Family Trust in STEPS
Join Sydney Albrecht on March 11 at 1:00 PM EST for a hands-on walkthrough of the many ways the Family Trust can be structured and leveraged in STEPS to meet a wide range of client goals.
This webinar will break down when to use a Family Trust alone versus pairing it with a Marital Trust, explore creative and specialized use cases, and demonstrate how to properly draft and fund these structures directly in the software.
Key Takeaways:
- Understand the Options – Learn the different uses of the Family Trust, including when to use it on its own versus alongside a Marital Trust.
- Structure with Purpose – Explore advanced applications such as Pot/Common Trusts for younger beneficiaries, “Camp Trusts” for family real estate, and strategies for blended families.
- Draft & Fund with Confidence – See how to properly fund the Family Trust and utilize termination provisions in STEPS to align with client goals.
Register today to sharpen your drafting skills and gain practical strategies you can apply immediately.
Registration Required
Speaker
-
Sydney AlbrechtLegal-Technical Attorney | Lawyers With Purpose
Related Events
