Trusts 101: Everything You Want to Know About Trusts (But Are Afraid to Ask)

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Trusts 101: Everything You Want to Know About Trusts (But Are Afraid to Ask)

Program originally presented Wednesday, August 9, 2023

This basic level trusts course is for anyone new to trusts or who might come across trusts in their practice and want to gain a better understanding. Panelists provide important trust terminology and examine what a trust is, including the key roles involved, the many uses of trusts, and the various types of trusts. Additionally, the program will address the duties and powers of trustees and how modifications, terminations, and other changes to trusts may occur.  Finally, hear a general overview of the taxation of trust.

This practical program will cover all the trust basics you need to know but were afraid to ask. From key terminology to the steps of trust administration, learn the fundamentals so you may add trusts to your estate planning toolbox.

Moderator:
Kayci D. Petenko, Esq.
Fleming Petenko Law

Panelists:
Andrew J. Barron, Esq.
Stradley Ronon Stevens & Young, LLP

Kathryn H. Crary, Esq.
Gadsden Schneider & Woodward LLP

Melissa Siravo Hensinger, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.
 

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