Name
Private Decanting
Date & Time
Wednesday, July 31, 2019, 10:30 AM - 11:30 AM
Speakers
Description
Irrevocable trusts are no longer irrevocable. There are now at least 29 states that have statutes allowing a trustee to decant an irrevocable trust by transferring the trust assets into a new irrevocable trust with different terms for one or more of the same beneficiaries. Not all of the 29 decanting states allow for the same degree of flexibility. In fact, only 7 of the 29 states allow a Private Decanting which protects the client’s privacy so the entire family doesn’t have a copy of the trusts. The presenter will describe all of this in detail.
Sessions
Steven Oshins
Course Level
Intermediate
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit