17 May 2021Ended

Important Issues in Modern Trust Design


Estimated Turnout

upto 100
Based on previous editions


May 2021


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Speaker Larry Macklin will address how to build flexibility into trusts including: Irrevocable life insurance trusts trustee, appointment provisions, .. Read more powers of appointment. Important but overlooked clauses to include in trusts. Approaches to structuring trust terms and the interplay with trustees, distribution provisions, trustee/fiduciary structures. Trustee guidance, Guidelines & Whether to consider or ignore other income/resources.

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Montgomery County Estate Planning Council of PA

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