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The Attorney’s Guide to Strategic Trust Planning

SKU: EPP1300
Available In:
Total Credits
1 - 1.2
Price$50
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Description

This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives, and reduce the potential for conflict among beneficiaries.

Participants will review the key distinctions between revocable and irrevocable trusts, including differences in control, flexibility, creditor exposure, and tax considerations. The program will also compare the strategic use of trusts versus wills, highlighting when each vehicle is most appropriate based on client goals, family dynamics, and planning concerns.

Designed as a foundational yet practice-oriented program, this course equips attorneys with the framework needed to evaluate trust-based planning options and communicate them effectively to clients.

Lecturer Bio

Ronald A. Fatoullah, Esq.

Ronald Fatoullah Chairs the Elder Law Practice Group and is a Partner in the firm's Trusts & Estates Practice Group for Meltzer, Lippe, Goldstein and Breitstone, LLP. Prior to joining the firm, Ron was the founder and principal of Ronald Fatoullah & Associates for over 35 years, perennially recognized as one of New York's top Elder Law and Estate Planning firms. Ron has been devoted to advising New Yorkers about the legal and financial challenges of aging. He is highly regarded for his contributions and expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and & guardianship litigation.

To learn more about Ron visit his website meltzerlippe.com.

*Certified as an elder law attorney by the National Elder Law foundation.


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