Our Trust counsel, Jonathan E. Becker, was recently a co-panelist for the CLE course: Avoiding “Crummey Power” Mistakes in Drafting Trust Documents alongside Windels Marx Lane & Mittendorf Partner, Denise L. Iocco, Esquire. This particular seminar included the following topics:
- Drafting requirements in trust documents
- Notice requirements to beneficiaries
- Additional steps to protect against IRS challenge
- “Hanging Crummey powers”
If you would like additional information about the topics covered in this seminar, please contact Jonathan directly at firstname.lastname@example.org or 302.658.7214.
For articles recent articles written by Jonathan Becker, please click the following: https://www.comtrst.com/trust-our-word/when-to-stay-and-when-to-bdit/