10times
17 May 2021Ended

Important Issues in Modern Trust Design

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Estimated Turnout

upto 100
Delegates
Based on previous editions

Editions

May 2021

Frequency

Not Available
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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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