Resolving Trust Disputes Without Going to the Mat

Resolving Trust Disputes Without Going to the Mat

Prairie Trust™Waukesha, WI
Tuesday, Sep 15 from 12 pm to 1:30 pm
Overview

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

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