CLE on Flexible Trusts and Estates for Uncertain Times
The American Bar Association is holding a webinar entitled, Flexible Trusts and Estates for Uncertain Times, on August 15, 2018 at 1:oo p.m. – 2:00 p.m. A description of the event is provided below:
Attorney and author Jerold I. Horn will provide an extensive analysis of the options for creating and completing wills, trusts and other instruments. This program is designed for lawyers who already possess a sophisticated understanding of estate planning and will and trust drafting issues, but lawyers new to the area will find a great deal of helpful information as Attorney Horn will provide the framework for understanding concepts.
We find ourselves in uncertain times—and uncertainty promises to be the state of risk and demand flexible and creative solutions. Join Attorney Jerold I. Horn as he provides solutions on flexible trusts and estates.
Discussion will include:
- Guidance on use of beneficiary-interested and independent trustees
- Comprehensive advice on how to craft documents
- Information on dispositive provisions, including discretionary, annuity and unitrust interests
- Instructions on using testamentary powers of appointment to attract trust and estates law tax and avoid generation-skipping tax
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