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The Advantages of Delaware Trust Planning for California and International Clients, Presented by the Society of Trust and Estate Practitioners - Silicon Valley Chapter

Society of Trust and Estate Practitioners - Silicon Valley Chapter

Wednesday, August 29, 2018 from 5:30 PM to 8:00 PM (PDT)

The Advantages of Delaware Trust Planning for...

Registration Information

Registration Type Sales End Price Fee Quantity
Non-Members Registering Aug 31, 2018 $45.00 $4.56
STEP Members Registering Aug 31, 2018 $30.00 $3.72
Graduate Student Registering Aug 31, 2018 $15.00 $2.89

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Event Details

Presented by the Society of Trust & Estate Practitioners

The Advantages of Delaware Trust Planning
for California and International Clients

 

Speaker
Daniel F. Hayward, JD., LL.M.


 

The presentation will focus on the factors that make Delaware and similar jurisdictions attractive to California residents for trust planning purposes, whether such planning involves creating new Delaware trusts or migrating already-existing trusts from California to Delaware. The factors that will be covered include the use of directed trusts, self-settled asset protection trusts (including so-called “DING” trusts), trust modification, and the minimization of state income tax liability. Additionally, the presentation will cover recent trends in Delaware and U.S. trust planning involving international clients.

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Daniel F. Hayward, J.D., LL.M. ‐ Director at Gordon, Fournaris & Mammarella, P.A.
Daniel’s practice focuses on the unique aspects of Delaware trust law including directed trusts, dynasty trusts, asset protection trusts and all aspects of the validity, construction and administration of Delaware trusts. Daniel routinely petitions the Delaware Court of Chancery to represent interested parties in the reformation of trusts and to transfer the situs of certain trusts to the State of Delaware. He also drafts, reviews and comments on Delaware trust agreements for local and out of state clients and provides legal opinions on the validity of trusts under Delaware law, including Delaware dynasty trusts and Delaware self-settled asset protection trusts.

Daniel also represents and advises Delaware corporate and individual trustees regarding trust administration and the legal aspects of their fiduciary roles. His practice also frequently includes representation of Delaware trustees in fiduciary litigation matters, in particular actions in the Delaware Court of Chancery seeking construction of trust provisions or instructions from the Court as to various matters of trust administration.

Daniel graduated with a Bachelor of Science degree in Chemical Engineering from the University of Delaware. He received his law degree from Villanova University School of Law in 2006, and received his LL.M. in Taxation from the Villanova University School of Law in 2015. He is a member of the Delaware Bar Association, and is a member of the Estates and Trusts Section, of which he served as Chair during 2015-2016. He is a Fellow of the American College of Trust and Estate Counsel.

 

Major sponsorships

                                                        

We thank the law offices of Pillsbury Winthrop Shaw Pittman for their generous support of this event through offering their conference facilities in Palo Alto

For Teleconference connection to this event (outside of Pillsbury Offices in Palo Alto) please contact: Charlene Yee at charlene.yee@crowe.com to make arrangements at no additional cost.

To pay by check, please register through Eventbrite, then choose "pay by check" at "Payment Method" drop down window on next screen,  Make check payable to “STEP-SV” and mail to: Suzanne Weber, Treasurer, STEP-Silicon Valley, c/o Weber & Co., 2021 The Alameda, Suite 380, San Jose, CA 95126-1128.

For membership information, please contact Tom Thorpe, c/o Trust and Estate Management, PO Box 33215, Los Gatos, CA 95031 or (415) 218-2888

Have questions about The Advantages of Delaware Trust Planning for California and International Clients, Presented by the Society of Trust and Estate Practitioners - Silicon Valley Chapter? Contact Society of Trust and Estate Practitioners - Silicon Valley Chapter

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When & Where


Pillsbury Winthrop Shaw Pittman, LLP
2550 Hanover Street
Palo Alto, CA 94304

Wednesday, August 29, 2018 from 5:30 PM to 8:00 PM (PDT)


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