eCourse
To Fund…or Not to Fund: When Estate Plans Go Awry
Contains material from Sep 2023
To Fund…or Not to Fund: When Estate Plans Go Awry
4.37 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?
Technical Questions?
512.475.6700
service@utcle.org
What do you do when the original estate planner is frustrated because of actions taken by the testator after execution of his or her will? What if the parties refuse to fund a QTIP (Marital), Credit Shelter (Bypass) Trust or other Testamentary Trust? Hear about the practical, tax, and legal issues the attorney should consider.
Includes: Video Audio Paper Slides
Preview mode.
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have full access.
Preview Sessions
Show session details
1.
To Fund…or Not to Fund: When Plans Go Awry (Sep 2023)
Paul D. Strug
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 1 —44 mins
To Fund…or Not to Fund: When Plans Go Awry (Sep 2023)
What do you do when the original estate planner is frustrated because of actions taken by the testator after execution of his or her will? What if the parties refuse to fund a QTIP (Marital), Credit Shelter (Bypass) Trust or other Testamentary Trust? Hear about the practical, tax, and legal issues the attorney should consider.
Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference
Paul D. Strug,
Weycer, Kaplan, Pulaski & Zuber, PC - Houston, TX