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DTSTART:20150330T170000Z
DTEND:20150330T181500Z
LOCATION:MAC 405 Washington Avenue, St. Louis, MO 63102
UID:1096620150330T170000ZStructuring Trusts and Trust Design Strategies
DTSTAMP:20260614T040541Z
DESCRIPTION:\nCost: Members $25, Students $30 (must show a valid student ID), Guests $35\n \nAbout 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.\n \nContinuing Education\n \nPending approval Banking and Insurance in MO \n \n \n \nApproved for CFP, CLE, CPE Credit 1.0 hour.      \n \n------------------------------------------------------------------------   \n \nCPE\n \nEstate 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.\n \n \n \nDelivery method: Group Live\n \n \n \nCredit hour: 1.0 \n \n  \n \nSummary: The session focuses on key clauses to include in trusts for flexibility and to adjust for inevitable changes, as well as for tax efficiency.     \n \nProgram Topics:\n \nTrustee removal and appointment\n \nBeneficiaries as trustees\n \nTrust protectors\n \nPowers of appointment\n \nDividing trusts\n \nInvestment trustees\n \nIncentives vs guidance\n \nImportant but overlooked clauses\n \n \n \nLearning Objective:  Upon completion, you should have learned better ways to structure key trust provisions and important clauses to add to your trust forms.\n  \n \nField of Study: Specialized Knowledge and Applications       \n \nNo Prerequisites required for the course\n \n \n \nLevel of Complexity: intermediate\n \n \n \nRegistration must be made in advance\n \n \n \nRefund policy/cancellation policy must be made 72 hours prior to the program\n \n \n \nComplaint resolution policy - please note your problem in the speaker evaluation \n \n----------------------------------------------------------------------------  \n \n \nCFP\n \nLearning 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.\n \n \n \nLevel of Complexity:  Overview to intermediate.  Some parts fall under each category.\n \n \n \n \n \n \n \nSpeaker 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.\n
SUMMARY:Structuring Trusts and Trust Design Strategies - Estate Planning Council of St. Louis 
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