Coming January 1, 2020 to a trust office near you! The opportunity to create these unique, modern forms of trust represents a watershed change in Connecticut law that presents great flexibility for clients who need these estate planning vehicles and should be a part of every estate planner’s toolbox. These new trusts have received very little attention since enactment in June. They are not for every client, but for clients who need them, they represent exceptional new planning opportunities. The presentation will focus on the details of how to draft these trusts, as well as when and why these types of trusts may fit into a client estate plan.
Attorneys with a strong understanding of basic trust law who want to enhance their knowledge in this unique area of trust planning.
(Includes a light breakfast, electronic materials*, and parking in the public garage at 35 Bank St)
Student Member $15