Original price was: $75.00.$18.00Current price is: $18.00.
[Instant Download] – You will receive instant download access after the purchase
Purchase this course you will earn 18 Points worth of $1.80- Practice Area:
- Trusts, Estate Planning & Probate
- Format:
- Audio Only
Description
- Risks of discretionary distributions – power of appointment, taxable inclusion, litigation
- Cost/benefit of heavily detailed v. general distribution provisions
- Ascertainable standards – health, education, maintenance, and support (HEMs)
- Drafting sole and absolute discretion, emergencies, best interests, and standard of living
- Role of fiduciary duties in making distribution decisions
- Tax considerations when making distributions
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.
Materials
| Materials |
Faculty
Daniel L. Daniels Related seminars and products: 1
Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine. Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.
Delivery Method
– After your purchase, you’ll see a View your orders link which goes to the Downloads page. Here, you can download all the files associated with your order.
– Downloads are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from esy[GB].
– Since it is a digital copy, our suggestion is to download and save it to your hard drive. In case the link is broken for any reason, please contact us and we will resend the new download link.
– If you cannot find the download link, please don’t worry about that. We will update and notify you as soon as possible at 8:00 AM – 8:00 PM (UTC+8).
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