Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Turning Irrevocable Trusts Into Revenue: Drafting, Modifying & Monetizing
Free Webinar with Mike Menninger | Hosted by Lawyers With Purpose
Date:
September 25, 2025
Time:
12:00pm EST
Host:
Michael Menninger
Who Should Attend:
Estate planning attorneys ready to expand their skills and revenue
Irrevocable Trusts Don’t Have to Be Intimidating
Irrevocable trusts are often treated like diamonds—expensive, permanent, and created under pressure. But here’s the truth: there are proactive drafting strategies and reactive modification methods that give you more flexibility than you think.
Most attorneys see “irrevocable” and back away. That’s a missed opportunity. This webinar will show you how to confidently work with, modify, and monetize irrevocable trusts—whether you drafted them or inherited them from another practitioner.Why Attend This Webinar?
Too many estate planning attorneys feel stuck when faced with irrevocable trusts. You might be thinking:
- “I’m intimidated by the rules.”
- “I’m not sure how to monetize this work.”
- “Powers of appointment make me nervous.”
- “Do I rely on templates, or should I customize?”
Mike Menninger will break it down so you walk away with:
Mike Menninger will break it down so you walk away with:
✔️ New drafting strategies you can put into practice
✔️ Clear awareness of modification tools (decanting, PSAs, powers of appointment, trust protectors)
✔️ Confidence in developing a pricing model for reviewing and modifying trusts
✔️ A path to a new, profitable stream of income
What You’ll Learn
- Drafting Techniques That Build Flexibility
- Using trust protectors and powers of appointment for modification, asset protection, and tax planning
- Decanting & PSAs: Changing the Unchangeable
- Understanding your state’s statutes
- Judicial vs. nonjudicial settlement agreements
- When and how to move situs
- The Market You’re Missing
- Adding benefits to existing client plans
- Building a pricing model for modifications
- Capturing work from trusts drafted by other practitioners
Seats are limited!
Why This Matters Now
- Client need is real: Families get stuck with “permanent” plans that no longer serve them.
- Statutes are evolving: Decanting, PSAs, and modification powers are more available than most attorneys realize.
- Revenue potential is huge: Reviewing, advising, and modifying irrevocable trusts can become a reliable income stream for your firm.
The attorneys who embrace this work will stand out in 2025 and beyond.
About the Presenter
Michael Menninger is the Owner and Attorney at Houck Menninger Law, a boutique firm specializing in estate planning, trust, probate, and elder law. He’s certified as a specialist in estate planning, trust, and probate law by the Ohio State Bar Association.
Mike’s practice focuses on helping clients develop personalized plans to manage and protect their assets, and he’s a sought-after educator for attorneys and CPAs nationwide.
Don’t Miss This Session
Irrevocable trusts don’t HAVE to be forever. You can help your clients—and grow your bottom line—by learning how to relieve the pressure and open new possibilities.
Save your spot now and learn how to make irrevocable trusts work for you, not against you.
Save Your Spot
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