Where Does Your Trust Live? 2024 | American Bankers Association (ABA) | 4 April 2024 | Webinar
Venue
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| Event Date | Thu Apr 4 EDT (8 months ago) |
| Location | Webinar |
| Region | All |
Details
The situs of a trust — where it is administered and the law that applies — can make a significant difference in trust administration and tax matters. This webinar will discuss the important ramifications of trust situs and how to use it for planning purposes.
Discussion Highlights
• Rules for determining trust situs
• Limits on the ability to select a particular trust situs
• The rule against perpetuities
• “Silent trusts” and its impact on trustee obligations to disclose and account
• Other significant laws or concepts affected by situs, including asset protection, powers of appointment, trust modification, creation of a directed trust, no contest clauses and alternative dispute resolution clauses
Speakers
2024 Speakers
Thomas W. Abendroth
Partner, ArentFox Schiff LLP
Stephen W. Murphy
Partner, McGuireWoods LLP