Estates and Probate Executive Committee Meeting (SEP220207)

Monday, February 7, 2022

6:00 PM to 8:00 PM (Eastern Standard Time)

Zoom Video Meeting

United States

51 people have already registered for this event.

  • Carmine Perri
  • John Driscoll
  • Abigail Apuzzo
  • Heather Lange
  • Mary Ackerly
  • Kelley Peck
  • James Stewart
  • Barbara Taylor
  • Suzanne Brown Walsh
  • Robert Godzeno
  • Richard Marone
  • Charles W. Pieterse
  • Danielle Ferrucci
  • Michael Reardon
  • Heather Rhoades
  • Anne Crane
  • Margaret Meehan
  • Leonard Leader
  • Neal Bobruff
  • Howard Schwartz
  • Beth Brunalli
  • Amy Todisco
  • Thomas Flanagan
  • Alexis Gettier
  • Paul Burnham
  • Christopher Drew
  • Joseph Cipparone
  • James Young
  • Jeanmarie Shea
  • Eli Poupko
  • George Smith
  • Brandon Smith
  • David Slepian
  • Peter Mott
  • Marilyn Toland
  • Leslie Grodd
  • James Flaherty
  • Alfred Casella
  • Vincent Liberti
  • Greta Solomon
  • Raymond Sitar
  • Karen Gano
  • David Sfara
  • James Dougherty
  • Peter Smith
  • Christian Edmonds
  • James Love
  • John Ivimey
  • Lisa Staron
  • Patricia Beauregard
  • Amy Day

Grantor Trust Reimbursement Statutes:
A Magic Wand to Allay the Woes Of Grumpy Trustors

Speakers

Kristen A. Curatolo, Kirland & Ellis LLP, New York, NY

Jennifer E. Smith, McCollom D’Emilio Smith Uebler LLC, Wilmington, DE

Program Description

This presentation will cover the use of grantor trust reimbursement provisions in trust documents. Given Connecticut's recent enactment of the Connecticut Uniform Trust Code that contains such a statutory provision, this presentation will provide thoughtful and timely advice.

  • Benefits of Grantor Trust Status
  • Revenue Ruling 2004-64
  • Current State of Affairs
  • State Law Developments
  • Moving or Modifying Trusts
  • Planning for a Better Day
  • Trustee’s Fiduciary Duty
  • Words of Caution

CLE Credit

1.0 CT CLE (General)

Cost

Free




Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221