Shareholder Karen Meckstroth Presenting at SVBA’s Post-Mortem Alteration of Trusts Webinar on July 15, 2021

Reformation, modification, division, and termination are tools available to the California practitioner to alter irrevocable trusts to achieve settlor’s intent. In this Silicon Valley Bar Association presentation, Hoge Fenton Shareholder and Firmwide Estates and Trust Chair Karen Meckstroth will explain how to make these post-mortem changes under state and federal statutes. Karen will also discuss factors to consider if the desired change needs to be retroactive for federal tax purposes.

Event Details

Date: July 15, 2021 from 12-1:30pm

Presenter: Karen Meckstroth

MCLE: 1.0 unit General MCLE and Specialization MCLE

Cost: $30 for SVBA Members; $50 for non-SVBA Members. (Be sure to join for renew your membership in advance of the event to receive the member discount).