ESTATE PLANNING COUNCIL OF ST. LOUIS

Cost: Members $25, Students $30 (must show a valid student ID), Guests $35

About the talk:  A great deal of time and effort is invested in wealth transfer, but frequently the trust into which the wealth will end up receives less focus.  A trust agreement may control millions or tens of millions of dollars for dozens if not hundreds of years.  Clear provisions and flexibility to adjust for changing times and circumstances are critical.  Further, there are many clauses that should be in every trust that are often overlooked, or simply not known to the draftsperson.  In this presentation, I will give an “A to Z” list of provisions to include in these critical documents.

Continuing Education

Pending approval Banking and Insurance in MO 

Approved for CFP, CLE, CPE Credit 1.0 hour.      

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CPE

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Delivery method: Group Live

Credit hour: 1.0

Summary: The session focuses on key clauses to include in trusts for flexibility and to adjust for inevitable changes, as well as for tax efficiency.     

Program Topics:

Trustee removal and appointment

Beneficiaries as trustees

Trust protectors

Powers of appointment

Dividing trusts

Investment trustees

Incentives vs guidance

Important but overlooked clauses

Learning Objective:  Upon completion, you should have learned better ways to structure key trust provisions and important clauses to add to your trust forms.
 

Field of Study: Specialized Knowledge and Applications       

No Prerequisites required for the course

Level of Complexity: intermediate

Registration must be made in advance

Refund policy/cancellation policy must be made 72 hours prior to the program

Complaint resolution policy - please note your problem in the speaker evaluation

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CFP

Learning Objective:  Participants will learn about specific clauses that should be included in trusts to address tax issues and changing circumstances of the law, the assets, the beneficiaries and the economy.

Level of Complexity:  Overview to intermediate.  Some parts fall under each category.

Speaker bio: David A. Handler heads the Trusts and Estates Practice Group of Kirkland & Ellis LLP.  Mr. Handler is a fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of the NAEPC Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished), the Chicago Estate Planning Council, and the professional advisory committees of several non-profit organizations.  He is the author of numerous articles in estate planning and taxation journals, and writes the monthly “tax update” column for Trusts & Estates Magazine.  He is one of only 20 or so U.S. lawyers ranked in the top tier by Chambers USA in the wealth management category and is listed in The Best Lawyers in America.  Mr. Handler is a co-author of a book on estate planning, Drafting the Estate Plan: Law and Forms. Mr. Handler is a graduate of Northwestern University School of Law and received a B.S. Degree in Finance with highest honors from the University of Illinois College of Commerce.