Resolving Trust Disputes Without Going to the Mat
This webinar will cover fixing flawed estate plans—trust modifications, waivers, virtual representation, and avoiding tax pitfalls.
Prairie Trust™ invites you to a complimentary luncheon webinar: Resolving Trust Disputes Without Going to the Mat
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This webinar will focus on the following:
- Using virtual representation
- Beneficiary waivers, consents and releases
- Trust modifications, premature terminations and decanting
- Construing or reforming governing instrument language
- Identifying and avoiding adverse tax consequences in settling trust disputes
Speakers (via webinar):
Charles A. Redd; Stinson LLP
Turney P. Berry; Wyatt, Tarrant & Combs LLP
To reserve your seat, please RSVP by Friday, September 11, 2026.
***
Continuing Education:
CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.
This webinar will cover fixing flawed estate plans—trust modifications, waivers, virtual representation, and avoiding tax pitfalls.
Prairie Trust™ invites you to a complimentary luncheon webinar: Resolving Trust Disputes Without Going to the Mat
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This webinar will focus on the following:
- Using virtual representation
- Beneficiary waivers, consents and releases
- Trust modifications, premature terminations and decanting
- Construing or reforming governing instrument language
- Identifying and avoiding adverse tax consequences in settling trust disputes
Speakers (via webinar):
Charles A. Redd; Stinson LLP
Turney P. Berry; Wyatt, Tarrant & Combs LLP
To reserve your seat, please RSVP by Friday, September 11, 2026.
***
Continuing Education:
CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.
Good to know
Highlights
- 1 hour 30 minutes
- In person
Location
Prairie Trust™
N16W23321 Stone Ridge Dr.
Waukesha, WI 53188
How do you want to get there?
