Who Can Be a Trustee Without an Estate Inclusion Issue? Out of Stock
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September 2012
Segment 4 of Advanced Estate Planning Symposium
Who Can Be a Trustee Without an Estate Inclusion Issue?
Accreditation Information:
To claim CLE credit for this segment you MUST use the following title on your homestudy affidavit Advanced Estate Planning Symposium.
Presentation:
Who Can Be a Trustee Without an Estate Inclusion Issue?
Some planners will say that they let even the settlor be the trustee. Other planners will condemn such action. Some will allow a spouse to be a sole trustee. Other planners will allow a spouse to serve only with a co-trustee. Does an ascertainable standard cure all evils? How about savings clauses?
Presented by Marc Merric, Esq., Law Firm of Mark Merric, Denver, Colorado