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®

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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

Thank you to our generous sponsor Truist.  Please visit their website here:

1 hour Continuing education credit is approved for this course for PA Attorneys, Accountants, CFPs and Insurance professionals.

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