Laura Zeigler
April 28, 2022
The estate planner’s goals are to create a trust instrument that is easily understood, straightforward to administer, effectuates the client’s goals, maintains financial privacy, provides protection for the trustee and beneficiaries, is flexible, and is reasonably free from attack. Join Laura Ziegler as she covers various trust strategies, provisions, and issues to cover, including what might not work in California but would work elsewhere.
Trusts & Estates
Philip J. Hayes
April 20, 2018
Although there are many ways to modify irrevocable inter-vivos and testamentary trusts, one of the more popular tools is decanting. Decanting is considered to be the ultimate amendment power because it allows a single party, usually a trustee, to modify a trust without court involvement or beneficiary consent.
Tax Law, Trusts & Estates
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