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EST2211
Making Changes to Irrevocable Trusts
Date
June 7, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2022)
This includes sessions from AICPA & CIMA ENGAGE 2022:
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
Speakers
Kristen E. Simmons, JD, AEP, EPLS
Member, Attorney, Simmons Freeman LLC
Heidi C. Freeman, JD
Member, Simmons Freeman LLC
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