Knowledge Center

Friday, July 25, 2014

"Beneficiary Loans - Obvious Problems and Subtle Solutions"

By Lauren J. Wolven

ALI CLE 17th Annual Advanced Course for the Estate Planner, Litigator, and Corporate Fiduciary Counsel

Renaissance Chicago Downtown

Friday, July 25, 2014

2:30pm Central

Loans are an everyday occurrence in estate planning, whether to a beneficiary from a trust or to a trust from a bank or other entity. This program highlights common pitfalls and provides practical advice for considering when loans are appropriate and, if so, how to structure them.

ALI CLE continues to be the premier source of relevant continuing legal education for estate planners of all experience levels. Ranging from hot topics to basic overviews, our top-notch courses cover a wide range of topics, including family business deals, buy-sell agreements, estate planning for second marriages, asset protection trusts and agreements, and practical tax guidance. These programs, taught by preeminent estate planning experts, provide helpful instruction to estate and trust administration attorneys and professionals, risk managers, investment officers, and financial planners. At the ALI CLE 17th Annual Advanced Course for the Estate Planner, Litigator, and Corporate Fiduciary Counsel, speakers covered all of the most important updates, including:

  • reach of marital property into trust property
  • new math of trust distributions
  • eclipse of the credit-shelter trust and portability by a Contingent General Power

Attendees learned about the divergent interests of trust and estate beneficiaries and fiduciaries from nationally-recognized experts. To learn more about ALI CLE, click HERE.

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