eCourse
Decanting, Trust Modification and Trust Reform for Special Needs Trusts
Contains material from Feb 2017
Decanting, Trust Modification and Trust Reform for Special Needs Trusts
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Session 1: Decanting and SNTs - The trust instrument actually governing administration in a particular instance may be less than ideal. Whether it is important to add specific “special needs” provisions, or to limit trustee discretion, or to provide for trustee succession—or any of a host of other changes that need to be considered—decanting, trust modification, and trust reform are often helpful concepts to master and apply capably.
Session 2: SNT Modifications and Reformations - Discuss the objective of avoiding SNT modifications when possible, the reasons why modifications or reformations promote a trust grantor’s intent, and how an attorney should proceed with the analysis and steps.
Session 2: SNT Modifications and Reformations - Discuss the objective of avoiding SNT modifications when possible, the reasons why modifications or reformations promote a trust grantor’s intent, and how an attorney should proceed with the analysis and steps.
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1.
Decanting and SNTs (Feb 2017)
Robert B. Fleming
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Slides
(pdf)
9 pgs
Session 1
—46 mins
Decanting and SNTs (Feb 2017)
The trust instrument actually governing administration in a particular instance may be less than ideal. Whether it is important to add specific “special needs” provisions, or to limit trustee discretion, or to provide for trustee succession—or any of a host of other changes that need to be considered—decanting, trust modification, and trust reform are often helpful concepts to master and apply capably.
Originally presented: Feb 2017 Special Needs Trusts
Robert B. Fleming,
Fleming & Curti, PLC - Tucson, AZ
Show session details
2.
SNT Modifications and Reformations (Feb 2017)
Renée C. Lovelace
0.50
0.00
0.00
Session 2
—31 mins
SNT Modifications and Reformations (Feb 2017)
Discuss the objective of avoiding SNT modifications when possible, the reasons why modifications or reformations promote a trust grantor’s intent, and how an attorney should proceed with the analysis and steps.
Originally presented: Feb 2017 Special Needs Trusts
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX