This session explores strategic uses of disclaimers before and after death to adjust distributions, preserve tax advantages, and respond to changing family or financial circumstances. Attendees will gain insight into technical requirements, critical timing considerations, and practical, real world applications.
Originally presented as part of Workers' Compensation Institute 2026.
Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires 5/1/2028
This session explores strategic uses of disclaimers before and after death to adjust distributions, preserve tax advantages, and respond to changing family or financial circumstances. Attendees will gain insight into technical requirements, critical timing considerations, and practical, real world applications.
Patrick B. Mathis, Mathis, Marifian & Richter, LTD., Belleville
Chad J. Richter, Mathis, Marifian & Richter, LTD, Edwardsville
