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Drafting Distribution Provisions in Trusts: Teleseminar
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1/16/2020
When: Thursday, January 16, 2020
Dial-in: 12:45 PM | Program: 1:00 PM - 2:00 PM
Where: Teleseminar: WebCredenza


Online registration is closed.
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Online registration will close the day before a program. We encourage you to pre-register if you want a link to the program materials
prior to the program.




CLE CREDITS:  1.0
 
Distribution provisions are the most essential provisions of trust instruments – and risk lurks everywhere.  If a trustee has unbounded discretion, he or she risks a “general power of appointment,” which would cause the trust’s assets to be taxable to the holder of the power of appointment.  But distribution standards – especially for “standard of living” or “emergencies” – are inherently susceptible to multiple interpretations and dispute, and potentially to litigation.  Ultimately, planning and drafting these provisions is an exercise in risk management and tradeoffs.  This program will provide you with a real world guide to planning and drafting distribution provisions in trust instruments, including the tradeoffs and risks

REGISTRATION FEES
» MSBA Member: $69
» Non-Members: $99

 

Prior to the program, you will receive an email from the MSBA containing a toll-free telephone number to call into the program. You will also receive a PDF containing the materials to download.

HOW TO REGISTER
Members and Non-Members need to log in to see the proper registration fees.

  • Members: If you are a member of the MSBA, please sign in to receive the member rate.
  • Non-Members & Non-Attorneys: If you have attended any MSBA event in the past, you have an account with us. If you do not know your username or password, please call the MSBA. We will provide you with login credentials so you can register online.
  • If you have never attended an MSBA event: Please call the MSBA or mail or fax this registration form to register.

CANCELLATION POLICY
Full refunds will be given to those who cancel by 4:30 p.m., 5 working days prior to the program. Registrants who cancel after this deadline but prior to the program date will be charged an administrative fee of $20 per credit hour. A link to download and print the materials will be sent to those who fail to cancel in advance. QUESTIONS? CONTACT US!
1-877-622-7554.


 

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