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TRUST PLANNING: Beyond the Acronyms / OCT 2022
What do they all mean and how are they used? This program provides the answers!
ICLEF PASS+ HOLDERS please note you were previously sent the complimentary download link to the "ICLEF e-Publications and Forms" library with your initial purchase of the ICLEF Pass+. Please click here:email ICLEFshould you wish to have the download links sent to you once again.
AGENDA
8:30 A.M. Registration and Coffee 8:55A.M.Welcome and Introduction Jonathan E. Lamb, Program Chair 9:00A.M.DAPT (Legacy Trusts) Jeffrey B. Kolb 9:45A.M.UDTA (Uniform Directed Trust Act) Jason S. Gray 10:30A.M.Coffee Break 10:45A.M.UTMA and 2503(c) Trusts (Uniform Transfer to Minors and Lifetime Gifts to Minors) Jeffrey S. Dible 11:30A.M.ILITs (Irrevocable Life Insurance Trusts) Nathan S.J. Williams 12:15P.M.Lunch Break 1:15P.M.Ethical Consideration in Drafting Trusts for Clients with Diminished Capacity Gregg S. Gordon, Christopher J. Mueller, Curtis E. Shirley 2:15P.M.SNTs (Special Needs Trusts) Robert W. Fechtman 2:55P.M.Refreshment Break 3:10P.M.CLT / CLAT / CLUT Kevin M. Alerding 3:50P.M.QTIP (Qualified Terminable Interest Property) April Risk Arnett 4:30P.M.Adjourn
To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org