Understand the use and purpose of various types of powers of appointment.
Clients may be uncomfortable with the rigidity of an estate plan set in stone upon their passing. They may not realize they have options to provide some flexibility to account for changes in circumstances, dynamics, and unforeseen, but inevitable, tax law changes. This presentation will define and explain powers of appointment, the tax consequences for the various types of power of appointment, and the considerations and benefits of creating powers of appointment.
Agenda
Faculty
Lauren K. Drury, Esq.
The Washington Trust Company
- Vice President, Chief Fiduciary Officer
- Estate planning, estate administration, and trust administration
- Co-editor of A Practical Guide to Estate Planning in Rhode Island (2022)
- Member of the Rhode Island Bar, Federal District Court Bar, Estate Planning Council of Rhode Island
- J.D. degree, Case Western Reserve School of Law; B.A. degree, Muhlenberg College
- Can be contacted at [email protected] and 401-348-1300
Alison R. Scholle
The Washington Trust Company
- Vice President, Wealth Management Tax Manager
- Estate, gift, transfer, and fiduciary income tax
- Enrolled Agent
- Over 20 years of high-volume estate, gift, transfer, and trust tax preparation
- Accounting A.S., Community College of Rhode Island
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