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27th Annual Estate and Gift Tax Conference: Why Every Practitioner Should Understand About the Two D’s: Directing and Decanting
Taxation Section
Credit(s):
1.25 Legal Specialization in Estate Planning; Trust & Probate Law
1.25 Legal Specialization in Taxation Law
1.25 Participatory MCLE Credits
The panel will address why directed trusts are more popular than ever and why they protect the trustee from liability. They will also address decanting trusts and why this is such a powerful tool. The panel will walk through the nuts and bolts of directed trusts and these notice requirements, IRS positions, federal, state and local tax consequences and safe harbor issues involved in decanting. The speakers will also mention where the pitfalls lie and how to avoid them in using both of these techniques.
1.25 Legal Specialization in Estate Planning; Trust & Probate Law
1.25 Legal Specialization in Taxation Law
1.25 Participatory MCLE Credits
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