A Practical Guide to Trust Decanting

This registration form is for Thursday, August 21, 10:00 a.m.–Noon ET

  • Webcast with Live Q&A
  • Telephone with Live Q&A

This program is also available on:

Monday, May 19, 10:00 a.m.–Noon ET

  • Live on Site at the Virginia CLE® Building
    105 Whitewood Road
    Charlottesville, VA 22901
  • Live Webcast
  • Live Telephone

Tuesday, November 18, 10:00 a.m.–Noon ET

  • Webcast with Live Q&A
  • Telephone with Live Q&A
MCLE Credit: 2.0 Pending
Live-Interactive Credit: 2.0 Pending (all dates, all formats)
GAL for Incapacitated Persons CE Credit: Pending
Designation Credit: 2.0 Trusts and Estates Practice (Designations Information)

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Why Attend?

Understand the uses and purpose of decanting for:

  • Correcting drafting errors and ambiguities
  • Improving trust administration
  • Addressing changed circumstances
  • Changing trust situs
  • Addressing fiduciary risks and considerations when decanting
  • Considering the potential tax consequences of decanting

In this two-hour program, Bill Sanderson and Angelyn Gemmen will provide you with a practical “how-to” covering trust decanting. Decanting is an increasingly common method to modify the terms of irrevocable trusts in the event of changed circumstances.

Registration Deadlines:

Webcast:

10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.

Telephone:

Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE®.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

Inclement Weather Policy and Updates

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.

Private recording of this program is prohibited.

Can’t Attend?

E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.