The estate planning industry has largely evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many of our clients whose estates used to be in the category of taxable are now receptive to addressing other matters, such as not making their children too rich too soon, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session, we will address:
- Outright bequests versus trusts with mandatory distributions versus lifetime trusts
- Various discretionary distribution standard options
- Effectiveness of spendthrift and wholly discretionary trusts
- Designating appropriate initial and successor Trustees
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. |  |  |  |