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Listen: The Fate of Settlor Intent in the World of Flexibility - Estate Planning and Administration News

Estate Planning and Administration News


Posted on: Mar 27, 2019

Intro by Mark Roath, Regions Private Wealth Management

For practitioners, litigators and trustees the reasons to change and the options to change an irrevocable trust have expanded greatly in recent years.  Listen to this short podcast from ACTEC entitled “The Fate of Settlor Intent in the World of Flexibility” to learn more about assessing the conflict between the intent of the original grantor and the needs of trust beneficiaries in changing circumstances in a new world of flexibility.

Listen here.

If you would like to submit content or write an article for the Estate Planning & Administration Section, please email Kara Sikorski at ksikorski@indybar.org.

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