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Decanting Trusts: What's New and How To Make It Work for Your Client

Content Provider
American Law Institute CLE
Product
CLE
Run Time
60 Minutes
Recording Date
01/13/2022
Presenter(s)
Helen S. Cheng, Francisco Garcia, Jr.
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law
Persona
CLE OnDemand

Price $219.00

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Description

Join us for a practical and up-to-date discussion of strategic considerations in decanting and reformation of trusts: how decanting works, what it can (and cannot) do, what’s new, and how to use decanting to your client’s best advantage. Our experienced faculty will address the following issues and more: • Sources of authority for decanting • Tax issues of decanting • Fiduciary considerations in decanting • Alternatives to decanting • Developments in the Uniform Trust Decanting Act (UTDA) All registrants will receive a set of downloadable course materials to accompany the program.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2024
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory01/12/2027
ColoradoApproved1.00General12/31/2024
ConnecticutApproved1.00GeneralOn-going
GeorgiaApproved1.00General12/31/2024
HawaiiApproved1.00GeneralOn-going
IdahoApproved1.00General01/12/2027
IllinoisApproved1.00General04/23/2026
IndianaApproved1.00General02/23/2025
KentuckyApproved1.00General06/30/2024
LouisianaApproved1.00General01/01/2025
MaineApproved1.00General05/19/2024
MinnesotaApproved1.00General05/03/2024
MississippiApproved1.00General01/01/2025
MissouriApproved1.20GeneralOn-going
MontanaApproved1.00General01/12/2025
NevadaApproved1.00General12/31/2025
New HampshireApproved1.00General01/12/2025
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.00General01/12/2027
New YorkApproved1.00SkillsOn-going
North CarolinaPending State Response0.00
North DakotaApproved1.00General01/12/2025
OregonApproved1.00General01/12/2025
Rhode IslandApproved1.00General06/30/2024
UtahApproved1.00General12/31/2024
VermontApproved1.00GeneralOn-going
WashingtonApproved1.00General01/12/2027
West VirginiaApproved1.20GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingApproved1.00General01/01/2025

Speakers