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2020 Teleconference & Archive Bundle: Maximizing Flexibility With Powers of Appointment

Powers of appointment should be near the top of our checklist when designing trust instruments. When used properly, they are often a great technique to inject flexibility into a long-term trust while at the same time not forfeiting otherwise available tax benefits. As with most estate planning tools, however, a thorough understanding of the proper design of powers of appointment is necessary to avoid negative or even disastrous tax and non-tax consequences. The following common issues will be discussed:

  • Achieving Basis Step-Up Through Powers of Appointment
  • Non-Tax Uses for Powers of Appointment
  • Issues Addressed by the Uniform Powers of Appointment Act
  • Avoiding Ambiguity and Disputes in Drafting Language Conferring and Exercising Powers of Appointment
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.
Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.