Leveraging Trusts as Collateral for Loans in Estate Planning

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.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-25R-02A

$65.00 or 1.00 credits

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Expires 05/01/2027

Leveraging Trusts as Collateral for Loans in Estate Planning
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.
Valli Gupta, BMO Financial Group, Chicago
Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago

Overview
Specifications

Expires 05/01/2027

Products specifications

Category	Estate Planning & Probate
Program Date	05/05/2025

Products specifications

Category	Estate Planning & Probate
Program Date	05/05/2025

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