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Audio CD
 
Unanticipated Consequenses: Fixing Broken Estate Plans & Trusts

How to plan for the unexpected

Product Number: 2100399PCD
Recorded: 5/13/2010
Length: 3.75 Hours
CLE Credits: 4 substantive credits, 0 ethics credits
Copyright: 2010 MCLE, Inc.
Price: Nonmember $135.00; Sponsor $125.00
Add to cart | Download Brochure & Order Form | Related Products

Why attend?

Clients implement estate plans making certain assumptions that might not take into account every change that will occur in the lives of their beneficiaries, including their own ability to continue to finance transactions, general investment conditions, and changes in tax laws. In addition, complex trusts are not always administered properly to achieve the anticipated results. This presentation addresses what can be done to plan for uncertainty when creating trusts, and how to deal with existing trusts that for one reason or another could work better. Hear practical advice from our panel of experienced estate planners. Do not miss this unique opportunity to gain insight into the latest estate planning techniques.

You will learn...

  • What happens when the anticipated does not occur or the plan works too well
  • Managing QPRTs when the donor wants out
  • Why insurance policies are no longer needed
  • How the basic structure of trusts does not fit the family
  • Dealing with a mismatch of liquid and illiquid asset holdings
  • How to avoid over planning
  • Using disclaimers in post-mortem planning
  • Legislative and family changes that impact planning
  • What to do when your client does not adhere to plan administration
  • What probate litigation does to a plan
  • Trust reformation procedures and recent signals from the SJC, including discussion of trust decanting
  • How to avoid mal-administration of life insurance trusts, GRATs, sales to trusts

Agenda and written materials

  • Update on Tax Laws
  • Assessment of Current Investment Conditions
  • Trust Administration Issues
  • Viability of QPRTs
  • Insurance Policies
  • Disclaimers
  • Legislative Update
  • Probate Litigation
  • Reformation Procedures
  • Trust Decanting
  • Life Insurance Trusts and GRATs
  • "Ask the Experts" Q&A Session

Faculty


Product Number: 2100399PCD
Recorded: 5/13/2010
Length: 3.75 Hours
CLE Credits: 4 substantive credits, 0 ethics credits
Copyright: 2010 MCLE, Inc.
Price: Nonmember $135.00; Sponsor $125.00
Add to cart | Download Brochure & Order Form | Related Products

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