Events

Administration of Dynasty or Perpetuities Trusts: Tax and Non-tax Considerations

American Bankers Association 2008 Trust and Estate Planning Teleconference Series

September 04, 2008

1:00 PM - 3:00 PM EDT

Thomas W. Abendroth, a partner in Schiff Hardin's nationally recognized Private Clients, Trusts and Estates Group, will co-present this telephone briefing on "Administration of Dynasty or Perpetuities Trusts: Tax and Non-tax Considerations." This is the sixth in the 2008 Trust and Estate Planning series of teleconferences presented by the American Bankers Association.

This live telephone briefing will examine:

Tracking and reporting the allocation of GST exemption
Trustee obligations/potential liability where the GST exemption status is uncertain
Administration of grandfathered trusts (general construction, grandfathered marital trusts)
Income tax consequences of a dynasty trust
Asset protection aspects
Severing trusts (qualified severance rules, planning opportunities)
Exercising power of appointment
Changing trust situs

To register, visit: http://www.aba.com/teleweb/tb090408.htm.