This CLE/CPE webinar provides estate planning counsel with an advanced and practical guide to post-mortem planning, including trust modification and allocations. The panel offers tools to help fiduciaries and trust administrators navigate post-mortem planning challenges and opportunities, including how to manage conflicting duties in administration of trusts. The program also details options for post-mortem trust modification, and discusses possible tax impacts of post-mortem modifications.
Jonathan Lurie, Partner, Venable LLP
Visit the event page on the Strafford website for more information.