Speaker: Margaret M. Hand
July 12, 2017, 12:00 – 1:30 P.M.
Wendel, Rosen, Black & Dean LLP
1111 Broadway, 19th Floor, Oakland, CA
California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems. Using colorful stories about deadbeat beneficiaries, Margaret M. Hand will discuss the use of these tools, describe those circumstances in which they work well and describe those circumstances in which they are of limited or no use.
RSVP REQUIRED BY 10AM JULY 10.
If you are an EBTEL member send an email to admin@EBTEL.org with “July 12 Brown Bag RSVP” in the Subject line. Go to EBTEL’s website for other registration options.
Many trustees employ counsel to provide advice on dealing with and responding to inquiries from beneficiaries. Trustees may believe that their communications with and advice from counsel are confidential and cannot be disclosed to the beneficiaries without their consent. The recent court decision in Fiduciary Trust International of California v. Klein (2017) 9 Cal. App. 5th 1184 is a cautionary tale that warns trustees against assuming that all communications with an attorney are confidential.
The internet has brought many advances to our lives. The world wide web, emails, blogs, cloud computing, social media and other online accounts are a common way to communicate with family and friends, manage finances or operate a business.
Brown Bag: Estate Planning/Administration Speaker: Margaret M. Hand July 12, 2017, 12:00 - 1:30 P.M[..]
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