The Beneficiary Flexible Trust (from Annual Advanced Estate Planning 2014) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 5/31/2017

Information

A pre-recorded streaming VIDEO replay of one session from the May 2014 live seminar, 35th Annual Advanced Estate Planning and Administration Seminar.


By definition, the purpose of a trust arrangement is to limit freedom and impose constraints on the use and enjoyment of property. Trusts can produce sub-optimal results if the terms are too flexible or too inflexible. The purpose of this presentation is to posit a trust in which the goal is to give the greatest degree of flexibility to the beneficiary while still achieving the objectives of (i) removing the property from the gross estate of both the settlor and beneficiary; (ii) allowing the beneficiary to control distributions; (iii) protecting trust property from creditors’ claims; (iv) protecting trust property from spousal claims; (v) allowing the beneficiary to control investments; and (vi) minimizing administrative and fiduciary obligations while the beneficiary serves as trustee. The presentation will cover the various situations that might call for the Beneficiary Flexible Trust and how to balance flexibility and constraint to achieve the best results.

 

Save up to 40% on online seminars and webcasts with the purchase an 8- or 12-credit Online Bundle. Take up to 365 days to choose the programs you want.

Government Attorney? Receive a 50% discount on this and most seminars, and a 30% discount on publications.
New Virginia Lawyer? (less than three years) Receive a 25% discount on this and most seminars and publications.

Schedule

Faculty

John F. Bergner, Winstead, P.C / Dallas, TX

John F. Bergner is a shareholder in the Dallas, Texas office of Winstead PC. Mr. Bergner has been with Winstead for more than 28 years and serves as chairman of the wealth preservation practice group. Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. His practice involves complex tax, estate, and business succession planning, as well as administration of estates. He earned a B.B.A. and J.D. form Washburn University and an M.L.T. from Georgetown University Law Center.

Mr. Bergner is active in the American Bar Association and is the current Chair of the Continuing Education Committee and past Chair of the Estate and Gift Tax Committee of the ABA’s Tax Section. He is a Fellow of the American College of Trust and Estate Counsel. He has lectured at numerous tax and estate planning seminars and is a visiting adjunct professor at the University of Miami Law School. He serves on the Editorial Board of the Practical Tax Lawyer.

 

Locations, Dates and Fees

Registration Options
  • Add to Cart
Related Products
  • The Douglas W. Conner 35th Annual Advanced Estate Planning and Administration Seminar 2014 (USB Seminar)

    View Details
  • Technology: A Boon or a Bane (Ethics) (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Ethical Issues in Multigenerational Representation (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Planning Precedent to a Liquidity Event (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Virginia's Uniform Trust Code and the Seven-Year Itch (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Joint Trusts (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
  • Fending Off the Forced Sale (from Annual Advanced Estate Planning 2014) (Online Seminar)

    View Details
 

CONTACT US

Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901

JOIN OUR MAILING LIST:

  • Virginia CLE® is the non-profit educational division of the Virginia Law Foundation.

© 2016 Virginia Law Foundation