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Fixing Obsolete Irrevocable Trusts

General Credits:
Date:

$199.00

Course Description

This course provides practical tools and strategies for modifying, amending, or terminating irrevocable trusts that have become obsolete or inefficient due to changes in circumstances, laws, or beneficiary needs. Attendees will review key methods available for addressing outdated trust structures, including both judicial and non-judicial options. The session will also explore important tax considerations and potential consequences involved in trust modifications. Participants will leave with actionable insights to help clients achieve more effective and responsive estate planning outcomes.

Syllabus

  1. Get practical tips for modifying, amending, or terminating irrevocable trusts
  2. Review options and methods available for modifying, amending, or terminating obsolete or inefficient irrevocable trusts
  3. Address tax considerations and consequences in modifying, amending, or terminating obsolete or inefficient irrevocable trusts

Credit Details

Date

Time

Course Type

Course Instructor

Leah A. Morrison, Esq.
Original Date Of Course

General Credits

2
Leah A. Morrison, Esq.
Leah A. Morrison, Esq.
Leah A. Morrison, Esq. is a partner at English, Lucas, Priest & Owsley, LLP in Bowling Green, Kentucky, where she concentrates her practice in probate administration, estate planning, tax strategy, and Special Needs and Medicaid planning. She holds a J.D. magna cum laude from the University of Louisville Brandeis School of Law, an LL.M. in taxation magna cum laude from the University of Alabama, and a B.A. in Criminal Justice from George Washington University, and serves as Chair of the Probate & Trust Law Section of the Kentucky Bar Association.
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