Successfully manage your clients’ trust creation and administration needs.
In many instances, the Settlor would like to provide who receives the principal if the initial principal beneficiary dies before the end of the trust. There are specific rules on how to do this. In this material, how this shifting may occur will be explained. We will specifically discuss the problems and what can be and what cannot be done.
Agenda
Faculty
Carl S. Goode
Wealth Planning Law Group
- Partner in the Baton Rouge, Louisiana office of Seale & Ross PLC
- Practice focuses primarily on Federal and Louisiana taxation, estate planning, estate administration, and elder law
- Regularly conducts seminars and workshops on Federal tax matters, estate planning manners, and elder law issues
- Achieved the highest rating with Martindale-Hubbell Law Directory
- Certified estate planning and administration specialist and a tax law specialist by the Louisiana Board of Legal Specialization
- J.D. degree, Louisiana State University Law School; LL.M. degree, Washington University; B.S. degree, Louisiana State University
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