DVDs and Course Book
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:
üIntroduction
• definition
• reasons for popularity
üTraditional Trusts
• types
• distribution provisions
• advantages and disadvantages
üIncentive Trusts
• behaviors to encourage and discourage
• typical provisions
üProductivity Trusts
• trust provisions
• more
üDiscretionary Trusts
• mission statement
• important provisions
üAlternatives To Trusts
• FLPs and LLCs
• custodianships
üConsiderations In Naming A Trustee
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.)