Trust Reformation and Decanting Update

** This video does not qualify for Participatory MCLE credit. To receive Participatory credit for this program, please view this program in BHBA OnDemand (www.bhba.org/ondemand), Beverly Hills Bar Association's online video library. **
----------
Anna Soliman and Bryan Kirk of Fiduciary Trust International will review trust modification, reformation and decanting basics. This presentation will also work through real-life examples, discuss legal and tax updates relating to changing the terms of irrevocable trusts, and will also answer the following questions:
Why you would want to modify, reform or decant a trust?
How do you modify, reform or decant a trust?
What are the tax consequences when you modify, reform or decant a trust?
What do you not want to get wrong when you modify, reform or decant a trust?
Anna Soliman, Trust Counsel and Managing Director, Fiduciary Trust International
Bryan D. Kirk, Director of Estate and Financial Planning and Trust Counsel, Fiduciary Trust International
Program Materials: drive.google.com/file/d/1B-ai...
#BHBA #BeverlyHillsBarAssociation #CLE #LegalUpdate #MCLE #Education #Lawyer #Law #trustsandestates #trusts
----------
Beverly Hills Bar Association (BHBA) is a modern bar association focused on attorneys and their practices. Nationally recognized CLE programming, networking events, member benefits, referral groups, and more-we focus on what helps you. BHBA’s membership includes attorneys from more than 18 active sections, including the largest Entertainment Law Section in the world.
One of the best perks of BHBA membership is our new BHBA OnDemand platform. Our sections’ outstanding leaders produce CLE content year-round via Zoom on timely, interesting topics with speakers from dozens of practices areas all over the country. They’re CLEs you actually want to watch. And now, with BHBA OnDemand, we’ve paired our high-quality, California accredited, continuing and professional education content with technology to let you watch videos where and when they fit your schedule. Choose from more than 500 videos, with new CLEs added each week.
Unique Content + Technology = The BHBA Difference
Once you watch a video, or attend one of our CLEs live on Zoom, your certificate is automatically emailed to you and is also stored in your BHBA+ profile. We make State Bar compliance a breeze. One-click and you have all your proofs of attendance ready to go.
To view your certificates, login to BHBA+ at www.bhba.org/login and go to My MCLE History. Everything you need is right there - Individual certificates, self-study CLE tracking form, and a full list of courses taken right at your fingertips.
If you aren’t a member, join today and all your live CLEs and BHBA OnDemand are included with membership. BHBA membership starts at $20 per month.
www.bhba.org/membership
www.bhba.org/benefits
www.bhba.org/cle
FREE Membership - We partnered with Lawyers’ Mutual Insurance Company to provide attorneys in practice for less than 3 years, law students and those awaiting bar results with a free Sustainer membership, giving everyone access to networking, continuing legal education webinars on timely topics, and other professional development opportunities. Students/Young Attorneys can activate their free membership at www.bhba.org/nextgen
----------
DISCLAIMER: Speakers' positions are not necessarily those of the BHBA. The information contained in this video is not legal advice, not legal counsel, and may not be relevant in various territories and/or jurisdictions. As the laws change often, the information in this video may not be relevant at some point in time. No attorney-client relationship is formed by use of this video. The information in this video is for general purposes only.