| About | 1 Speakers | Followers | Exhibitors | Reviews |
Excited about the event? Spread the word and invite your network!
Share
The 'Early Termination (And Modification) of Trusts' conference, organized by Lorman Education Services, offers comprehensive training solutions to support the continuing education, compliance, and upskilling needs of professionals in the legal and financial sectors. This online event is designed to enhance the knowledge and skills of attorneys, estate planners, accountants,
...
and business owners regarding the complexities of irrevocable trusts. The course addresses critical issues surrounding trust modification and termination, focusing on methods such as trust decanting and termination by agreement among parties involved.
Attendees will gain insights into the various circumstances under which trust decanting can occur, including statutory and common law provisions and terms outlined in the trust. The curriculum will also cover the tax consequences and benefits of trust termination, illustrated through an actual case study. Participants will learn to explain the concept of trust decanting, identify restrictions on decanting, and recognize the implications of unilateral and multilateral trust terminations. The course is led by Charles Bryan Baron, Esq., a seasoned expert in trusts, estates, and taxation, who brings a wealth of experience and knowledge to the event. This conference is not just an educational opportunity; it provides participants with the tools necessary to navigate the evolving landscape of estate planning, especially for clients living with chronic illness and complexities surrounding inherited retirement accounts. Whether you are a newcomer or an established professional, this event promises to equip you with vital legal education and practical insights for your practice.
Attendees will gain insights into the various circumstances under which trust decanting can occur, including statutory and common law provisions and terms outlined in the trust. The curriculum will also cover the tax consequences and benefits of trust termination, illustrated through an actual case study. Participants will learn to explain the concept of trust decanting, identify restrictions on decanting, and recognize the implications of unilateral and multilateral trust terminations. The course is led by Charles Bryan Baron, Esq., a seasoned expert in trusts, estates, and taxation, who brings a wealth of experience and knowledge to the event. This conference is not just an educational opportunity; it provides participants with the tools necessary to navigate the evolving landscape of estate planning, especially for clients living with chronic illness and complexities surrounding inherited retirement accounts. Whether you are a newcomer or an established professional, this event promises to equip you with vital legal education and practical insights for your practice.
Listed In
Excited about the event? Spread the word and invite your network!
Share
Timings09:00 AM-06:00 PM (expected)Not Verified | Entry FeesCheck Official Website |
Estimated Turnoutupto 100 Delegates Based on previous editions | Event TypeConference |
EditionsMar 2025Frequency Not Available | Official LinksWebsiteContacts Report Error Claim this event |
Organizer Queries about the event?
Ask Organizer
| |
Near the venue with time to spare? New in town?
Invite others for coffee and plan your day!
Write a Review
Add Your Review EditionMar 2025
How did you participate in this event?
Visitor
Exhibitor
Speaker
Invite users with similar interest
Ninotchka Samantha Gonsalves
Lei Liu
Katie Kinnear
Alexander Siminyu
Salvatore Rosato
Derek Wickens
Dion Kalimeris
Sharda ParshuRaman
View More
Speakers
Speaker
Charles Bryan Baron, Esq.
McLaughlin & Stern, LLPhttps://10times.com/hub/education-training-hub
Jun 092025
May 052025