Tuesday, September 20, 12:50pm - 2:30pm (EDT)
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following:
• Using Virtual Representation
• Beneficiary Waivers, Consents and Releases
• Trust Modifications, Premature Terminations and Decanting
• Identifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes
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Please click the link below to join the webinar:
https://tbaz.zoom.us/j/83464079583
Or One tap mobile :
US: +13126266799,,83464079583# or +13092053325,,83464079583#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
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Webinar ID: 834 6407 9583
International numbers available: https://tbaz.zoom.us/u/kd3h3RGOjN
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https://tbaz.zoom.us/j/83464079583
TrustBank, stephanie.bawolek@tbaz.com