The Art and Science of Conditional Gifts in Estate Planning - Audio Webcast
- Conditional gifting using incentive trusts and other mechanisms
- Establishing objectively measurable conditions for gifts or distributions
- Types of conditions or benchmarks – education, life goals, etc.
- What’s enforceable, what’s not – counseling clients about limits
- Choosing the right fiduciaries to administer conditional gifts/incentive trusts
Faculty: Missia H. Vaselaney, Taft, Stettinius & Hollister LLP, Cleveland, OH
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Section Member | $49.00 |
| CLE Elite Pass Holder | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
To join the CBA or add a Section to your membership click