Modifying Irrevocable Trusts (from Annual Advanced Estate Planning and Administration 2020) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
GAL for Incapacitated
Persons CE Credit
:
1.0 (GAL Information)
Price: $79 (Includes a downloadable audio version.)
Viewable Through: 9/30/2023

Information

A pre-recorded streaming AUDIO replay of one session from the September 2020 seminar, The Conner-Zaritsky 41st Annual Advanced Estate Planning and Administration program.


Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association

With the much larger exemption amounts, many clients are finding that they no longer need trusts to shelter assets from estate taxation. In addition, the existence of a trust may prevent a fair market value basis adjustment at death. This session focuses on the tools and techniques for modifying irrevocable trusts with an eye on the various paths under state law to modify a trust, along with a discussion of the relevant tax considerations.

 
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Schedule

Faculty

FACULTY

Kristen Frances Hager, McGuireWoods LLP / Richmond
Meghan Gehr Hubbard, McGuireWoods LLP / Richmond

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