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Flexible Trusts and Estates for Uncertain Times


Level: Advanced
Runtime: 90 minutes
Recorded Date: August 14, 2018
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$115

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Agenda


  • Guidance on use of beneficiary-interested and independent trustees
  • Comprehensive advice on how to craft documents
  • Information on dispositive provisions, including discretionary, annuity and unitrust interests
  • Instructions on using testamentary powers of appointment to attract trust and estates law tax and avoid generation-skipping tax
Runtime: 1 hour and 30 minutes
Recorded: August 14, 2018
For NY - Difficulty Level: Experienced attorneys only (non-transitional)

Description

Attorney and author Jerold I. Horn will provide an extensive analysis of the options for creating and completing wills, trusts and other instruments. This program is designed for lawyers who already possess a sophisticated understanding of estate planning and will and trust drafting issues, but lawyers new to the area will find a great deal of helpful information as Attorney Horn will provide the framework for understanding concepts.

We find ourselves in uncertain times—and uncertainty promises to be the state of risk and demand flexible and creative solutions. Join Attorney Jerold I. Horn as he provides solutions on flexible trusts and estates.

This program was recorded on August 14th, 2018.

Provided By

American Bar Association
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Panelists

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Jerold I. Horn

Attorney
Jerold I. Horn, Attorney at Law

Mr. Horn practices in the area of estate planning and administration. He is a former president of the American College of Trust and Estate Counsel, the author of a number of books and numerous articles on estate planning, and a frequent lecturer at estate and tax institutes.

CLE CREDITS

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