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Live Webcast Program

 
Unanticipated Consequences: Fixing Broken Estate Plans & Trusts

How to plan for the unexpected

Product Number: 2100399WBC
Date(s): Thursday, 5/13/2010, 8:30 am to 12:30 pm
Location: MCLE Webcast, www.mcle.org
CLE Credits: 3.75 substantive credits, 0 ethics credits

Register | FAQs | Related Products

Product Information: Prior to registering for a webcast, we encourage you to view the demo and conduct a systems check for technical compatibility.

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

If you should miss the live webcast, after a 48-hour blackout period needed to convert it to an archived program, the entire program, along with posted materials, may be viewed for 180 days as per your registration. You will be pushed a post-program email reminder informing you of that option.

Please review FAQs for a more detailed description of MCLE’s webcast service.

Webcast Viewing License: MCLE webcasts are licensed for individual viewing only. If you would like to license an MCLE webcast so that more than one person can view it at the same time, please contact MCLE Customer Service at 800-966-6253 ext. 7 to set up a groupcast.

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

Fees

  • MCLE Sponsor Members ....$195
  • New lawyers admitted to law practice after 2005, pending admittees and law students ....$145
  • All Others ....$225

 
General Information

Product Number: 2100399WBC
Date(s): Thursday, 5/13/2010, 8:30 am to 12:30 pm
Location: MCLE Webcast, www.mcle.org
CLE Credits: 3.75 substantive credits, 0 ethics credits

Register | FAQs | Related Products

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