McCarter & Greenley, LLC

Beverly J. Greenley, partner at McCarter & Greenley, LLC, will be presenting multiple parts of the seminar entitled “Trusts 101,” sponsored by the National Business Institute, on September 12, 2008, at the Sheraton Clayton Plaza Hotel St. Louis.  At this seminar, one can expect to gain a wealth of knowledge including:

• Being able to determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust
• Learning what not to do when selecting and drafting a revocable trust to avoid common mistakes
• Learning how to choose the most beneficial vehicle for preserving your client’s wealth: understand the purpose behind the various types of irrevocable trusts.
• Exploring the powers and duties of personal representatives in irrevocable trusts.
• Saving money on taxes with effective use of defective trusts.
• Learing why it’s important to know when to file tax returns for grantor trusts.

This program is designed for Attorneys, Financial Planners, Accountants, and CPA’s who are involved in creating, administering, and terminating trusts.  Those interested should follow this link to the NBI website for more details on registration, and an outline of the seminar.