Find a remedy for a poorly drafted trust through decanting, virtual representation, and non-judicial settlement agreements. Originally presented as part of the 14th Annual Elder Law Short Course, available in its entirety as P9007-18U.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Recorded: October 8-9, 2018
Moderator: Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi, & Andersson, P.C./Elder Law Center, P.C., Sugar Grove
Fixing Problem Trusts Through the Amazing Trust and Trustees Act
Problem Trusts can become even more problematic when they involve incapacitated grantors or beneficiaries. What do you do when you have a poorly drafted trust, a trust that defies administration, or a trust that doesn’t meet the needs of its beneficiaries? Call in the Trust and Trustees Act and find a remedy through decanting, virtual representation, and non-judicial settlement agreements.
Kathryn C. Casey, Dutton Casey & Mesoloras, PC, Chicago
Helen Mesoloras, Dutton Casey & Mesoloras, PC, Chicago