Trust & Estates Law

Trust Reformation and Decanting Update

Trust Reformation and Decanting Update
Free for members
Professional members and above get unlimited live and OnDemand CLE, and Sustainer members get 25 OnDemand hours. Join BHBA, then log in to BHBA+ to watch.
Nonmember price $45

About this program

This OnDemand CLE program earns 1 hour of General credit in California. It aired February 21, 2023 and features Bryan D. Kirk and Anna Soliman.

Trust Reformation and Decanting Update

This presentation will also work through real-life examples, discuss legal and tax updates relating to changing the terms of irrevocable trusts, and will also answer the following questions:

  • Why you would want to modify, reform or decant a trust?
  • How do you modify, reform or decant a trust?
  • What are the tax consequences when you modify, reform or decant a trust?
  • What do you not want to get wrong when you modify, reform or decant a trust?

Speakers

Bryan D. Kirk Bryan D. KirkDirector of Estate and Financial Planning and Trust Counsel, Fiduciary Trust International Anna Soliman Anna SolimanTrust Counsel and Managing Director, Fiduciary Trust International
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