Fixing a Broken Trust 2018

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TypeTitleStartEndCLEPrice
VIdeo Replay - Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTTue., Aug. 07, 2018
9:00 AM
ENDTue., Aug. 07, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
VIdeo Replay - Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTTue., Aug. 21, 2018
9:30 AM
ENDTue., Aug. 21, 2018
12:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
VIdeo Replay - Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTFri., Aug. 24, 2018
1:00 PM
ENDFri., Aug. 24, 2018
4:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
VIdeo Replay - Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTFri., Aug. 03, 2018
9:00 AM
ENDFri., Aug. 03, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
VIdeo Replay - Warren
Warren County Courthouse
204 Fourth Avenue, Warren PA, 16365
STARTMon., Aug. 06, 2018
9:00 AM
ENDMon., Aug. 06, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTTue., Jul. 24, 2018
9:00 AM
ENDTue., Jul. 24, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
VIdeo Replay - Williamsport
Lycoming Law Association
25 W. Third St, Ste 803, Williamsport PA, 17701
STARTTue., Aug. 14, 2018
9:00 AM
ENDTue., Aug. 14, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Has your client’s trust become unworkable?

Trusts can “go bad” for many reasons. Some are problematic from the outset, such as trusts prepared by a trust-mill with no attention paid to the particular needs of the trust’s beneficiaries. Others may become defective over time, their stated purpose no longer matching the beneficiaries' changing needs. Trust assets may have dwindled to the point that costs of maintaining the trust exceed its benefits. The trustee could be unsuitable, whether due to the trustee's failure to respond to the legitimate needs of the beneficiaries, investing the assets inappropriately, or becoming unable to handle the duties of trust administration.

Use the Uniform Trust Act for guidance

Our experienced faculty will explain how the UTA can help fix trusts that are "broken" for some reason by focusing on:

  • Using non-judicial settlement agreements to modify or terminate trusts
  • Modifying or terminating irrevocable trusts by consent
  • Identifying who are necessary parties among settlors, trustees, and beneficiaries
  • Virtual and actual representation of parties
  • "No fault" removal of trustees
  • Using the reporting and notice provisions of the UTA as a preventative measure that can avoid a break between trustees and beneficiaries

Recorded during a live webcast in June 2018.

Faculty

NameFirm/Company
Martin J. Hagan Esq. Meyer Unkovic & Scott LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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