Trust Reformation and Decanting Update

Tuesday, February 21, 12:30 pm - 1:30 pm Pacific via ZOOM

This program is FREE for BHBA Members and $35 for Non Members. Reminder: BHBA members get access to all live webinars for free. Join at www.bhba.org/join

Earn 1.0 CA CLE Hour, including Estate Planning, Trust and Probate Law Specialization

Meet the Speakers

Anna Soliman

Trust Counsel and Managing Director,

Fiduciary Trust International

Bryan D. Kirk

Director of Estate and Financial Planning and Trust Counsel,

Fiduciary Trust International

About the Program

Anna Soliman and Bryan Kirk of Fiduciary Trust International will review trust modification, reformation and decanting basics. 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:

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

Section Sponsors

This program is presented by the Trust and Estates law section. The Trust and Estates section is chaired by Andrew G. Smith and Dina Y. Nam. Find out more about the section at www.bhba.org.

MCLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. Copyright © 2022 Beverly Hills Bar Association. All rights reserved.