Free

Planning Opportunities and Pitfalls with Powers of Appointment Luncheon

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Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Description

Prairie Trust™ invites you to a complimentary luncheon webinar on Planning Opportunities and Pitfalls with Powers of Appointment.

The power of appointment is, in some respects, the original power used to maintain flexibility in an irrevocable trust. And it remains the most powerful option for allowing for future changes and giving a beneficiary control without causing estate tax inclusion. Learn how powers of appointment are used in both routine and unique situations.

Discussion highlights include:

- Review types of powers of appointment and the tax consequences
- Discuss restrictions on exercise of a power of appointment that the trust professional should be aware of
- Use creative planning with powers of appointments

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuire Woods LLP

To reserve your seat, please RSVP by Tuesday, November 3, 2020.

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Continuing Education Credits:

Attendees may receive up to 1.5 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.0 CTFA continuing education credits.

The Certified Financial Planners Board has granted 2.0 credits for this live webinar. Recordings are not eligible for CFP credits.

This group-live event is eligible for 1.5 CPE credits for CPAs (Business Law). Recordings are not eligible for CPE credits. No prerequisites required.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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