Description

We will discuss the issues that can arise with long term trusts, review the tools available to modify irrevocable trusts, and offer advise on advising clients on modifications.

Learning Objectives:

• Understand the mechanisms to modify trusts
• Understand the issues that may drive the need for a modification

Speaker(s):

• Natalie Perry, CPA (registered), Partner, Harrison Held
• Missia H. Vaselaney, JD, CPA (inactive), Attorney, Taft Stettinius & Hollister, LLP

Category: Concurrent Session (Onsite and Online)