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2022 AICPA & CIMA ENGAGE

EST2211 - Making Changes to Irrevocable Trusts


Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm


Standard: $49.00

Description

A well-drafted trust can provide enhanced estate, creditor and divorce protection. Many of our clients have inferior trusts. This presentation will outline how to modify irrevocable trusts through the use of decanting, non-judicial settlement agreements and powers of appointment.

Learning Objectives:
  • Determine how a trust can be designed to provide optimal creditor, divorce and estate tax protection
  • Identify circumstances where a modification to the trust would be beneficial to the client and their family
  • Differentiate the differences between decanting, non-judicial settlement agreements and powers of appointment, and how each can be used to achieve the optimal trust design

Speaker(s):

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