Summary
As discussed briefly in one of last year's teleconferences, a provision in a trust instrument saying the trust is irrevocable may, today, be a mere minor impediment to making changes to the trust. Moreover, disgruntled spouses and beneficiaries may seek to launch a frontal assault on an estate plan that is not to their liking. While advising and designing estate plans for our clients, what steps can we recommend or take to ensure keeping our clients' carefully constructed plans intact? During this teleconference, we will discuss the following topics:
- Drafting techniques to limit decanting and changes under the UTC and similar laws
- Marital and cohabitation agreements
- In terrorem clauses
- Rescuing clients from their own improvidence
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSB, 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 BSB, 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. |  |  |  |