Maintaining Control & Flexibility with Trusts in Uncertain Times: Key Considerations for Year-end Planning


With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family uncertainty.  The focus will be on maximizing control, flexibility, asset protection and privacy for the grantor and the family beneficiaries. The discussion will cover strategies appropriate for year-end planning- both modernizing older, pre-existing trusts as well as drafting new trusts.

Attendees will learn:

  1. Essential strategies to be considered in today’s environment when updating pre-existing trusts and new trusts.
  2. Trust provisions to be considered in year-end estate planning
  3. Techniques to maximize trust structures to meet the needs of the grantor and beneficiaries

Date Published: Thursday, November 5, 2020

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.