Understand relevant issues in trust decanting and learn provisions of irrevocable trusts.
As circumstances, laws, and goals change over time, it can become necessary to modify an irrevocable trust. Estate planners and trustees can utilize various options to modify irrevocable trusts, including decanting, non-judicial settlement agreements, trustee modifications, and probate court modifications. This presentation will review and explain how and when to modify irrevocable trusts, the advantages and disadvantages, and the typical circumstances under which irrevocable trusts are modified.
Agenda
Faculty
Caitlin McCurdy
Mclane Middleton
Caitlin G. McCurdy
- Director, Trusts & Estates department
- Represents clients in a variety of areas including estate planning, tax planning, and trust and estate administration
- Works with clients to implement sophisticated tax strategies, including asset protection and wealth preservation plans for individuals, families, and business owners
- New England Super Lawyers Rising Star (Estate & Probate); Best Lawyers in America: Trusts and Estates
- Author, ‘Probate: New Hampshire,’ Thomson Reuters’ Practical Law
- J.D. degree, Wake Forest University School of Law; LL.M. degree in taxation with an estate planning concentration, Boston University; B.A. degree in classics with a minor in art history, Washington and Lee University
- Can be contacted at [email protected]
Christina Krakoff
Mclane Middleton
Christina L. Krakoff
- Associate, Trust & Estates department
- Advises clients in a variety of areas including estate planning, asset protection, estate, gift, income and generation-skipping tax planning, and trust and estate administration
- Best Lawyers in America: Ones to Watch (Trusts and Estates)
- Author of ‘Probate: New Hampshire’, ‘Ancillary Administration in New Hampshire’, and ‘Revocable Trusts: New Hampshire,’ Thomson Reuters’ Practical Law
- J.D. degree, University of Pittsburgh School of Law; B.A. degree in psychology with a minor in Russian and post-Soviet studies, The College of William and Mary
- Can be contacted at [email protected]
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