LexisNexis®
University

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

Price $219.00

Add To CartCheckout

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
AlabamaApproved1.00General12/31/2022
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory01/12/2027
ColoradoApproved1.00General12/31/2024
ConnecticutApproved1.00GeneralOn-going
DelawareApproved1.00General01/12/2024
FloridaApproved1.00General or Technology11/30/2023
GeorgiaApproved1.00General12/31/2022
HawaiiApproved1.00GeneralOn-going
IdahoApproved1.00General01/12/2027
IllinoisApproved1.00General04/10/2024
IndianaApproved1.00General05/26/2023
IowaApproved1.00General01/12/2023
KansasApproved1.00General05/01/2023
KentuckyApproved1.00General06/30/2023
LouisianaApproved1.00General04/10/2023
MaineApproved1.00General05/19/2024
MinnesotaApproved1.00General05/03/2024
MississippiApproved1.00General04/10/2023
MissouriApproved1.20GeneralOn-going
MontanaApproved1.00General01/12/2025
NebraskaApproved1.00General05/22/2023
NevadaApproved1.00General12/31/2025
New HampshireApproved1.00General01/12/2025
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.00General01/12/2027
New YorkApproved1.00SkillsOn-going
North CarolinaApproved1.00General12/31/2022
North DakotaApproved1.00General01/12/2025
OhioApproved1.00General12/31/2022
OklahomaApproved1.00General04/10/2023
OregonApproved1.00General01/12/2025
PennsylvaniaApproved1.00General04/10/2024
Puerto RicoApproved1.00General06/05/2023
Rhode IslandApproved1.00General06/30/2023
South CarolinaApproved1.00General12/31/2022
TennesseeApproved1.00General04/10/2023
TexasApproved1.00General04/10/2023
UtahPending State Response0.00
VermontApproved1.00GeneralOn-going
VirginiaPending State Response0.00
WashingtonApproved1.00General01/12/2027
West VirginiaApproved1.20GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingApproved1.00General04/10/2023