Jan
30
2019
Speaking Engagement

Decanting Irrevocable Trusts: A Practical Guide

Presented by the Monroe County Bar Association

Location:
Monroe County Bar Association Telesca Center for Justice
One West Main Street, 10th Floor
Rochester, NY 14614

Date:
January 30, 2019
12:15 pm


This program will provide a practical guide to trust decanting, including a discussion about the variety of changes that can be made to an existing trust by decanting, situations in which those changes may be useful, the transfer and income tax consequences of decanting certain trust assets, and the procedures required to perform a decanting. Ways of drafting new trusts to allow for more flexible decanting in the future will also be discussed.


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