Who's the Trustee?

This course addresses how to correctly draft trustee succession provisions (considering unintended vacancy of office of co-trustees). It also covers off on how to change trustee succession of irrevocable trusts (NJSAs, decanting) and incapacity of trustees.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-24R-09B

$60.00 or 1.00 credits

Qty: decrease increase

Shawn M. McCullough, Harrison LLP, Chicago

EXPIRES: 7/1/26

Overview
Specifications

Shawn M. McCullough, Harrison LLP, Chicago

EXPIRES: 7/1/26

Products specifications

Program Date	6/7/24

Products specifications

Program Date	6/7/24

Customers who bought this item also bought

Introduction to IRAs

P9004-24R-08A

This course helps estate planners understand and advise on a variety of topics impacting nearly all clients with Individual Retirement Accounts. Topics addressed include tax deferral during the owner's lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and designations, spousal rollovers, and inherited IRAs.

$60.00

Close up of two people exchanging a document

Introduction to Illinois Estate and Trust Administration

P9004-24R-09A

This course provides an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. It is tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios.

$60.00

The Sun That Rises Also Sets - Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025 Sunset

P9004-24R-08B

Upcoming sunsetting of provisions of the 2017 Tax Cuts and Jobs Act is quickly approaching. This course can help you identify which clients this will affect and how. It provides insight into how to navigate the complexities of the 2024 election year and various changes in tax treatments.

$60.00