Changing Trust Situs

Date: Monday, September 24, 2018
Time: 5:30pm - 8:00pm
Location: The William Penn Inn
Speaker: Thomas M. Forrest President & CEO U.S. Trust Company of Delaware

Many individuals today are changing trust situs to states that can offer them more flexibility, better investment solutions and even potential income and estate tax savings.  This presentation will explain the reasons one might consider changing trustees and moving their trust account(s) to another state.  The presentation will address how to accomplish the move based on the language in their governing trust instrument or based on the state laws in which they reside and the target state to move the trust(s).  The presentation will focus on moving the trusts to Delaware although similar state laws may also apply.

The presentation will also highlight the various roadblocks to moving trusts and how to navigate around them and will look at recent state trust legislation and the impact those laws will have on changing trust situs.

Credit Hours:   One hour for Attorneys, CPAs, CFPs®, CTFAs, Insurance

Thank you to Life Managers & Associates for sponsoring this meeting. Please visit their website at

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