AICPA ENGAGE 2018

EST1828 - Modifying an Irrevocable Trust with Decanting and Other Alternatives

Jun 12, 2018 5:10pm ‐ Jun 12, 2018 6:00pm

Standard: $49.00

Description

In the Modifying an Irrevocable Trust with Decanting and other Alternatives Session, the speakers will discuss ways to modify irrevocable trusts to make them more efficient for creditor, estate and income tax purposes. Specifically, the speakers will discuss trust design that is most advantageous for creditor, income tax and estate tax protection, and how an otherwise irrevocable trust can be improved through decanting or non-judicial modification.

Learning Objectives:
• Review the process of decanting and different state law approaches to decanting
• Review optimal trust design for creditor, income tax and estate tax purposes 3. Discuss other methods to modify an irrevocable trust if decanting is not an option.

Speaker(s):

Tags: EST

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