Avoiding the Future Disruption of an Estate Plan
This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.
A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.
Registration will close at 5 pm on Thursday, August 14th.
A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2025, be a mere minor impediment to making changes to the trust. Furthermore, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent’s estate plan may launch a frontal assault on the plan. There are steps that can be taken to prevent or dissuade frivolous or vengeful actions by disgruntled parties and to help ensure a client’s carefully constructed estate plan is preserved intact. This webinar will highlight the following strategies:
- Trust instrument provisions designed specifically to limit decanting and changes under the Uniform Trust Code and similar laws
- Marital and cohabitation agreements
- Drafting and enforcing “no contest” clauses
- Mediation and arbitration provisions
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