A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2021, be a…
Session details are coming soon. Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on behalf of employees but may not have…
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's…
Session details are coming soon. Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on behalf of employees but may not have…
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that…