Search

Fixing Problem Trusts Through the Amazing Trust and Trustees Act

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
SKU: P9007-18E-17
$79.00 or 1.00 credits
decrease increase

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

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

Products specifications
Program Date10/9/2018
Products specifications
Program Date10/9/2018
Customers who bought this item also bought

Initial Steps in Advising the Family - Estate Administration

P1816-18E-01
Get a practical overview of the estate administration process with a checklist approach. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.
$59.00

Long-Term Care in Estate Planning

P1909-19Z
A Forbes article confirms that elder and long-term care is rapidly becoming one of the most daunting healthcare challenges of our day: “between 2015 and 2030, the number of people in the world aged 60 years or over is expected to grow by 56%, from just over 900 million to nearly 1.5 billion. By 2050, the global population of people older than 60 is expected to jump to two billion. In the United States, the number of Americans over the age of 65 is expected to double from roughly 50 million today to nearly 100 million by 2060”. This 30-minute program explores the impact to attorneys of this demographic change which is a defining issue of our time, including: the impact of the aging population; traditional estate planning practices; long-term care considerations; evaluating appropriate long-term care planning for your client; and coordinating long-term care strategies into an estate plan.
$40.00

Inventory & Accountings - Estate Administration

P1816-18E-02
Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.
$29.00
Filters
Sort
display