Merger and Operation of Discretionary Beneficiary Trusts

Merger and Operation of Discretionary Beneficiary Trusts

Regular price $129.00

You created trusts for children in the trust of the parent. Parent dies. What do you do now? Learn what you need to do in the operation and merger of discretionary trusts for beneficiaries. Topics covered:

  • Creation of beneficiary trusts during lifetime and after
  • Merger of multiple trusts
  • Reasons to restate the beneficiary trust and who does it
  • What to include in the restatement & special needs
  • Should you decant?
  • Make it a grantor trust
  • The benefits of lifetime trusts and the option to dissolve

Presented by: Roger J. McClure

CLE: 1.0 general credit

States Pre-Approved: AR, CA, NV, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

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