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Trust Decanting

Webinar: May 20, 2019 (Monday) - 12:00pm to 1:30pm

 

The Uniform Trust Decanting Act, effective January 1, 2019, changes the California Probate Code to allow fiduciaries to "decant" irrevocable trusts, that is, to modify the terms of an irrevocable trust without the consent of the beneficiaries or approval of the court, subject to certain exceptions. The new law presents more options. Trusts and estates attorneys alike should be familiar with the new law to better serve their clients. This program will walk you through it.

 

1.5 Hours MCLE Credit

Specialization: Estate Planning

The Uniform Trust Decanting Act, effective January 1, 2019, changes the California Probate Code to allow fiduciaries to "decant" irrevocable trusts, that is, to modify the terms of an irrevocable trust without the consent of the beneficiaries or approval of the court, subject to certain exceptions. The new law presents more options. Trusts and estates attorneys alike should be familiar with the new law to better serve their clients. This program will walk you through it.

Join Jennifer M. Stier and Chelsea J. Suttmann who will discuss:

  • The new decanting statute
  • Distributive discretion
  • What trusts does decanting apply to?
  • Who can decant?
  • What does decant mean?
  • What can and cannot be changed?
  • What is considered self-dealing?
  • Beneficial interests of charities
  • What is the procedure for decanting
  • Notice

This is an intermediate level program and some trusts and estates experience is presumed.

Webinar ES75458-190

May 20, 2019 (Mon) - 12:00pm to 1:30pm

 

If you are signed in and a CLE Passport holder, your adjusted cost appears below.

 

$ 99.00

The Uniform Trust Decanting Act, effective January 1, 2019, changes the California Probate Code to allow fiduciaries to "decant" irrevocable trusts, that is, to modify the terms of an irrevocable trust without the consent of the beneficiaries or approval of the court, subject to certain exceptions. The new law presents more options. Trusts and estates attorneys alike should be familiar with the new law to better serve their clients. This program will walk you through it.

Join Jennifer M. Stier and Chelsea J. Suttmann who will discuss:

  • The new decanting statute
  • Distributive discretion
  • What trusts does decanting apply to?
  • Who can decant?
  • What does decant mean?
  • What can and cannot be changed?
  • What is considered self-dealing?
  • Beneficial interests of charities
  • What is the procedure for decanting
  • Notice

This is an intermediate level program and some trusts and estates experience is presumed.

JENNIFER M. STIER

JENNIFER M. STIER

JENNIFER M. STIER is a Principal & Director at Barulich, Dugoni & Suttman in San Mateo. She is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization and focuses on these areas. Ms. Stier received her J.D. from Santa Clara University.

CHELSEA J. SUTTMANN

CHELSEA J. SUTTMANN

CHELSEA J. SUTTMANN is a Principal & Director at Barulich, Dugoni & Suttman in San Mateo. She focuses on estate planning and estate administration. Ms. Suttmann was admitted to the California State Bar, the United States District Court for the Northern District of California, in 2012. Ms. Suttmann earned her J.D. from Santa Clara University School of Law.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Year 2019
By Month May
PRACTICE AREA Estate Planning
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Year 2019
By Month May
PRACTICE AREA Estate Planning