Trust Administration: Merger and Operation of Discretionary Beneficiary Trusts

WHAT WE’LL COVER

You created trusts for children in the trust of the parent. Parent dies. What do you do now?
Learn what you need to do in the operation and merger of discretionary trusts for beneficiaries.

Topics covered:

Creation of beneficiary trusts during lifetime and after
Merger of multiple trusts
Reasons to restate the beneficiary trust and who does it
What to include in the restatement & special needs
Should you decant?
Make it a grantor trust
The benefits of lifetime trusts and the option to dissolve

This webinar is included for all WealthCounsel Subscribers.

CLE:
1.0 Ethics credit
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN

No CFP

No CPE

NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit. Additionally, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly.

In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.