Name
Fixing Broken Trusts and Removing Trustees
Date & Time
Thursday, September 24, 2026, 9:45 AM - 10:45 AM
Description
Have you encountered trusts with nonoptimal provisions that are ineffective for accomplishing the trusts’ intended purposes? Have you reviewed trusts that you drafted many years ago that are now antiquated given today’s current legal regime? Have you encountered a trustee that needs to go?! In this session, the presenter will review ways to fix broken trusts, including various state-law tools you can employ to modify and decant irrevocable trusts and to remove and replace trustees. We will also explore the tax consequences of decanting and modifying irrevocable trusts. In addition, the presenter will review Wealth Docx®;provisions regarding trust decanting, modification, termination, and the removal and replacement of trustees.
Speakers