The Beneficiary Flexible Trust Audio Download

    The Beneficiary Flexible Trust Audio Download

    The Beneficiary Flexible Trust Audio Download

    By definition, the purpose of a trust arrangement is to limit freedom and impose constraints on the use and enjoyment of property. Trusts can produce sub-optimal results if the terms are too flexible or too inflexible. The purpose of this presentation is to posit a trust in which the goal is to give the greatest degree of flexibility ...
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    By definition, the purpose of a trust arrangement is to limit freedom and impose constraints on the use and enjoyment of property. Trusts can produce sub-optimal results if the terms are too flexible or too inflexible. The purpose of this presentation is to posit a trust in which the goal is to give the greatest degree of flexibility to the beneficiary while still achieving the objectives of:
    • Removing the property from the gross estate of both the settlor and beneficiary;
    • Allowing the beneficiary to control distributions;
    • Protecting trust property from creditor's claims;
    • Protecting trust property from spousal claims;
    • Allowing the beneficiary to control investments, and
    • Minimizing administrative and fiduciary obligations while the beneficiary serves as trustee.
    This presentation will cover the various situations that might call for the Beneficiary Flexible Trust and how to balance flexibility and constraint to achieve the best results. PANELIST: John F. Bergner, Winstead PC, Dallas, TX

    Product Details

    Product Code

    5430601AUD

    Publication Date

    5/1/2012 12:00:00 AM

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