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)