The Annotated Alter Ego Trust and Discretionary Trust 2024 (REPLAY)
Date
Tuesday, June 18, 2024 (1:00 p.m.–4:00 p.m.)
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Alternate date: Wednesday, March 6, 2024 [click to view options]
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The creation of a trust has always been an important tool in the toolbox of every estates lawyer. But in recent years, more specialized trust instruments have gained prominence in meeting your clients' needs. This program provides you with practical guidance on how to draft both an Alter Ego Trust and a Discretionary Trust. Our expert presenter panels review all of the pertinent legislative and case law developments, and provide you with updated Annotated Alter Ego and Discretionary Trust precedents as solid resource documents.
- Receive an overview of the tax issues related to trusts
- Hear about the common errors to avoid in setting up trusts, and how to use trust precedents effectively
- Learn what should be included in your retainer agreements and reporting letters
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