Fixing a Broken Trust 2018

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Jun. 21, 2018
12:00 PM
ENDThu., Jun. 21, 2018
3:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTWed., Jun. 13, 2018
12:00 PM
ENDWed., Jun. 13, 2018
3:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTThu., Jun. 21, 2018
12:00 PM
ENDThu., Jun. 21, 2018
3:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Jun. 21, 2018
12:00 PM
ENDThu., Jun. 21, 2018
3:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTThu., Jun. 21, 2018
12:00 PM
ENDThu., Jun. 21, 2018
3:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTThu., Jun. 21, 2018
12:00 PM
ENDThu., Jun. 21, 2018
3:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTThu., Jun. 21, 2018
12:00 PM
ENDThu., Jun. 21, 2018
3:15 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

Faculty

NameFirm/Company
Martin J. Hagan Esq. Meyer Unkovic & Scott LLP
Rebecca Latshaw Hagan Esq. BNY Mellon
Erin McQuiggan Esq. Royer Cooper Cohen Braunfeld LLC (Phila)
Erik D. Spurlin Esq., LLM, CELA The Estate & Elder Law Firm of Erik Spurlin
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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