Donate
Description
Transforming Trusts: Legal Strategies for Amending the Inflexible is a half-day workshop focused on practical tools for modifying irrevocable trusts to meet evolving client needs. Attendees will explore key strategies including trust decanting, the role and benefits of trust protectors, and the use of nonjudicial settlement agreements. The program also highlights the value of the AEP designation and provides actionable guidance for navigating common trust administration challenges.
Learning Objectives
Participants will gain practical strategies for modifying irrevocable trusts to address changing client needs, including the use of trust decanting, trust protectors, and nonjudicial settlement agreements. The program also equips attendees with actionable guidance for navigating common trust administration challenges