Date & Time
Friday, June 21, 2019, 9:00 AM - 10:30 AM
Name
Trust Decanting under Florida Law and Recent Statutory Changes
Description
During this session Jim will cover:
- History of Trust Decanting in Florida
- Reasons to Decant
- Decanting Under Florida’s Statute
- Changes if Trustee Has Absolute Power to Distribute
- Changes if Trustee Has Restricted Power to Distribute
- Creation of Special Needs Trust
- Mechanics of Decanting
- Tax Consequences of Decanting
Speakers
James Flick, Attorney