Credit Shelter Trusts


Credit Shelter Trusts

Date & Time
May 31, 2019
1:20 PM - 1:45 PM EDT
New York, N.Y.

Anatomy of Trust, New York State Bar Association Trust & Estate Law Section

Brian Janowsky will present the various aspects of Credit Shelter Trusts, including:

  • Permissible Terms of Credit Shelter Trust
  • Powers of Appointment
  • Disclaimer Funding of Credit Shelter Trust
  • Sample Will with Marital and Credit Shelter Trusts
  • Defining the Credit Shelter Trust - Federal or NYS Exemption
  • Pecuniary v. Fractional Funding

MCLE credit is available.