Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019. This presentation will summarize the provisions of the new law and explore the benefits and risks of exercising the decanting power.
MCLE Credit: 1.0 Hour General
This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life.
Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity
Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.