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Incentive Trusts
Incentive Trusts

 

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

advantages and disadvantages

üProductivity Trusts    

trust provisions

• more

üDiscretionary Trusts    

mission statement 

important provisions

advantages and disadvantages

üAlternatives To Trusts   

FLPs and LLCs

custodianships

üConsiderations In Naming A Trustee    

 

FORMS: For fully-editable downloadable forms in many practice areas, please go to www.NLFforms.com

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.)

 

 
Price: $99.00