Grantor Trusts in General

This session covers key rulings on testamentary capacity, fiduciary duties, and standing, along with updates to the Probate Act, Trust Code, and Power of Attorney Act. Originally presented as part of Estate Planning Short Course 2025.

Explore strategies for using trusts as collateral to secure loans within the framework of estate planning. This guide covers lending from trusts to other trusts, or to beneficiaries or entities; how a trust can be used as collateral for a beneficiary's loan, and the role of trust distributions and the trust purpose. Learn how to draft trusts for use in lending transactions and to advise beneficiaries and trustees on the structure of loans. Originally presented as part of Estate Planning Short Course 2025.

This presentation will address charitable estate planning techniques and strategies with an emphasis on the effective implementation of those techniques and strategies, post-death. It will cover legal and practical considerations for ensuring that charitable intentions are honored while complying with relevant laws and regulations. Key topics include structuring charitable gifts and bequests, tax implications, fiduciary responsibilities, and potential challenges associated with the post-death administration of charitable estates and trusts. The session aims to equip participants with the knowledge to plan for and administer charitable estates and trusts in a manner designed to ensure that the client's wishes are properly carried out and that the interests of the charitable and non-charitable beneficiaries are effectively protected. Originally presented as part of Estate Planning Short Course 2025.