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ABA Administration of Dynasty or Perpetuities Trusts: Tax and Non-tax Considerations
Telephone Briefing*
This recording of the two-hour telephone briefing discusses tax and non-tax issues to take consider when administering dynasty or perpetuities trusts.
Join Skip Fox, partner with McGuireWood LLP and Tom Abendroth, partner with Schiff Hardin LLP and get your questions about Dynasty or Perpetuities Trusts answered by these nationally-recognized attorneys.
| Program Date |
Audio CD Now Available |
| Per CD Fees** |
$255 ABA/FIRMA/Service Member • $385 Non-Member |
| Registration |
Not Applicable |
| Audio CD |
Order Online (PDF) |
| Credits |
2.5 CTFA (TAX) |
Topics to be addressed
- Tracking and Reporting the Allocation of GST Exemption
- Trustee Obligations/Potential Liability where the GST Exemption Status is Uncertain
- Administration of Grandfathered Trusts (General Construction, Grandfathered Marital Trusts)
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- Income Tax Consequences of a Dynasty Trust
- Asset Protection Aspects
- Severing Trusts (Qualified Severance Rules, Planning Opportunities)
- Exercising Power of Appointment
- Changing Trust Situs
| Speakers
- Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
- Charles D. ("Skip") Fox IV, Partner, McGuireWoods LLP, Charlottesville, VA
Upcoming topics
Audio CDs for each telephone briefing will be available for purchase
7-10 days after the airing of the program.
Who Should Attend
- Trust Officers
- Estate Plannners
- Trust Counsel
- Trust Department Managers
- Wealth Managers
- Private Bankers
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- Trust Tax Professionals
- Financial Planners
- CTFAs
- CFPs
- CPAs
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*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (requires 56K or faster with JavaScript and cookies enabled in the browser, i.e., Microsoft Internet Explorer 4.0 or later, or Netscape 4.7X).
**Each site license (registration fee) entitles you to one phone connection and one Internet connection (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.
Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.
Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.
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