ODW2225 – Drafting and Implementing Trusts: The Good, The Bad, and The Ugly

This course will focus on key elements of understanding, drafting, and implementing trusts. We will also discuss trust administration.

Course Category: On-Demand Webinars

Course Level: Basic

CLE Credit: Substantive

CLE Hours: 1.0

Fees: $49 for Members and $70 for Non-members

Course Materials: Webinar recording and a PDF of the PowerPoint slides.

The world of trusts is multifaceted and intricate. This course will focus on key elements of understanding, drafting, and implementing trusts. We will also discuss trust administration. Trusts have three primary elements: a trustee, a beneficiary, and the property owned by the trust. Trusts are often referred to as “Agreements” and in many ways, Trusts are contracts between the trustee and the beneficiary regarding how the property owned by the trust will be distributed, invested, and managed.  The best trusts are drafted with this relationship in mind. Communication between a trustee and a beneficiary takes many forms, from accountings and regular in-person meetings to informal phone calls; good Trusts encourage frequent communication so that beneficiaries understand a trust’s circumstances and so that trustees understand a beneficiary’s wishes. Additionally, well-drafted trusts encourage accountability between the trustee and the beneficiary. These and other topics will be discussed during this seminar.  

Course Year:

Presenter Biography: Mr. Edward “Ted” H. Miller is a nationally syndicated author on estate planning matters. He represents individuals and families on a variety of sensitive estate planning matters. While attending the University of Virginia, Mr. Miller received the True Wahoo Award for his community commitment. As a graduate of the Duke University Financial Planning Program, he can navigate the challenges of retirement, asset protection, and financial planning. Mr. Miller has passed the Registered Investment Advisor exam and can bring a holistic approach to the needs of families. He received his law degree from the University of Richmond and is an an adjunct Professor at Regent University School of Law.


Yes, these courses qualify for mandatory continuing legal education for: National Association of Legal Assistants, State Bar of California, Florida, North Carolina, and Louisiana State Paralegal Association.  For all others please check with the corresponding institutions.

After successfully completing this course a completion email will be sent stating that your certificate is now available. To view your certificate and transcript please visit nala.education. Click on the blue arrow in the top right and select transcript. From this menu, you can view or print certificates or your transcript.

Courses are priced for individual use and consumption and are not intended for rebroadcast and sharing.