Important Issues in Modern Trust Design
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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
- Whether to consider or ignore other income/resources
Thank you to our generous sponsor Truist. Please visit their website here: https://www.truist.com/.
1 hour Continuing education credit is approved for this course for PA Attorneys, Accountants, CFPs and Insurance professionals.
- Handout - Modern Trust Design Sample Provisions
- Handout - Modern Trust Presentation speaker Larry Macklin