Important Issues in Modern Trust Design
Date: Monday, May 17, 2021
Time: 4:00pm - 5:30pm
Location: Online Webinar from your location
Speaker: Lawrence J. Macklin, AEP®
Speaker Larry Macklin will address how to build flexibility into trusts including:
- Irrevocable life insurance trusts
- trustee appointment provisions
- powers of appointment
- Important but overlooked clauses to include in trusts
- Approaches to structuring trust terms and the interplay with trustees
- distribution provisions,
- trustee/fiduciary structures
- Trustee guidance
- Guidelines
- Whether to consider or ignore other income/resources
