How to Decant a Trust: Tax Consequences and Strategies to Achieve Client’s Goals (On-Demand)

$169.00

Join Mary Akkerman, Esq. and LawPracticeCLE to learn more about decanting trusts: when to decant, what if you can’t decant, and tax consequences of decanting. This course will cover all the aspects and mechanics of decanting, along with reasons not to decant and alternative techniques to meet client goals if decanting is not an option.

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Event Details

Course Type

Course Instructor

Mary Akkerman, Esq.

Original Date Of Course

General Credits

2

Course Description

Join Mary Akkerman, Esq. and LawPracticeCLE to learn more about decanting trusts: when to decant, what if you can’t decant, and tax consequences of decanting. This course will cover all the aspects and mechanics of decanting, along with reasons not to decant and alternative techniques to meet client goals if decanting is not an option.

Principles

  • What is decanting?
  • How can you take advantage of this technique?
  • Alternatives to decanting
  • Tax Consequences

Syllabus

  1. The decanting concept a) Why decant?
  2. Decanting procedure
    1. Comparison of selected jurisdictions
    2. How to use a different jurisdiction’s procedure
  3. Decanting mechanics and restrictions
  4. Required notice and consent?
  5. Alternatives to decanting
  6. Tax consequences

Instructor

Mary Akkerman, Esq.

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