This session includes a panel discussion by experts in the field covering decisions around setting beneficiary withdrawal rights, Change of Situs considerations, trust advisors and protectors, unusual and custom provisions and administering unique assets.
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very helpful information for dealing with corporate trustees
Clarification on SECURE Act changes not affected current conduit trust provisions on past trusts was helpful as well as the ideas on supplemental trust administration and the pre-loaded cards.
Great to learn from trustees about their practical experience.
This program will be filed for Tennessee CLE credit. Please email a request to firstname.lastname@example.org for Georgia and Mississippi CLE credit.