Drafting Superior Trusts- Group Panel Discussion

Peak Trust Company hold a workshop called “Drafting Superior Trusts”  on September 29, 2016.

Covered the following topics:

  • Special Trusts and Special Things about Trusts for Your Clients (Jonathan & Matthew Blattmachr)
  • Non-grantor Trusts w/ Settlor as Direct & Indirect Beneficiary (William Lipkind)
  • S. Estate Planning for NonCitizens and NonResident Aliens (Diana Zeydel & Karen Yardley)
  • Drafting Superior GRATs (Carlyn McCaffery)
  • Decanting and DAPTs (Steve Oshins)