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A Checklist of Tax Considerations for Trust and Will Modifications and Reformations
Contains material from Apr 2026
A Checklist of Tax Considerations for Trust and Will Modifications and Reformations
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There are myriad valid reasons to modify a trust or reform a Will that may result in a seemingly favorable outcome for all involved. However, as the saying goes, if it seems too good to be true, it probably is. Practitioners must be alert to potential unwanted tax consequences that may be triggered by modifying or reforming estate planning documents.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
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Sessions
Credit
1.
A Checklist of Tax Considerations for Trust and Will Modifications and Reformations (Apr 2026)
Nikki L. Laing
0.50
0.00
0.00
0.50
Downloadable Materials
Transcript
(txt)
Paper
(pdf)
– 36 pgs
Slides
(pdf)
– 38 pgs
Session 1 —28 mins 0.50
A Checklist of Tax Considerations for Trust and Will Modifications and Reformations (Apr 2026)
There are myriad valid reasons to modify a trust or reform a Will that may result in a seemingly favorable outcome for all involved. However, as the saying goes, if it seems too good to be true, it probably is. Practitioners must be alert to potential unwanted tax consequences that may be triggered by modifying or reforming estate planning documents.
Originally presented: Feb 2026 Special Needs Trusts
Nikki L. Laing,
Hallett & Perrin, P.C. - Dallas, TX