Bridgeford Trust Webinar – Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?
Bridgeford Trust is pleased to announce our upcoming webinar entitled “Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?” This webinar will take place on Wednesday, April 19, 2017 at 2 PM EST.
This webinar will be hosted by David Warren, President and CEO of Bridgeford Trust.
The webinar will examine modern trust laws in the context of their impact on traditional notions of trust planning using irrevocable trusts. We will specifically discuss control mechanisms now available to planners, settlors of the trusts, and beneficiaries such as the directed trust, trust protectors, the family advisor and decanting and their dramatic impact on trust planning and the trust industry overall.
During this webinar, attendees can expect to learn about the following:
- Obtain a thorough understanding of directed trusts and how, when combined with trust protectors, this planning concept brings far more control to settlors of trusts, beneficiaries, and their advisors than ever before.
- Examine the newly created Family Advisor role, and how it can be incorporated into trust planning to give more control back to the settlors of trusts and beneficiaries.
- Define decanting and how it can be utilized to “modernize” older trusts, and move them to a more progressive trust jurisdiction with access to powerful modern trust laws.
Wednesday, April 19 at 2 PM EST
This free, one hour-long webinar will take place on Wednesday, April 19th at 2:00 p.m. EST. One CPE credit is available for this one hour-long webinar. The level for this CPE is Intermediate and the prerequisite for this CPE is a basic understanding of trust administration. This program is a live webinar which offers you the opportunity to ask questions and interact with the presenters. We look forward to you joining us for this webinar! Remember to subscribe to our newsletter and social networks to stay up to date on all upcoming events.