There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one's point of view. Estate planning professionals need to be cognizant of the fact that a trust's situs and governing law, whether as originally established or later validly changed, will often have significant impact on how certain language in the trust instrument is interpreted, how the trust is administered and the extent to which the trust's objectives are able to be achieved. This teleconference will highlight:
- The Meaning of "Situs" and "Principal Place of Administration"
- Specific Results That May Flow from a Trust's Situs and Its Governing Law
- Selecting or Determining a Trust's Governing Law and Situs
- Establishing a Trust in a Target Jurisdiction or Moving it to a Target Jurisdiction
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. |