eCourse
To Fund…or Not to Fund: When Estate Plans Go Awry
Contains material from Sep 2023
To Fund…or Not to Fund: When Estate Plans Go Awry
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What do you do when the original estate planner is frustrated because of actions taken by the testator after execution of his or her will? What if the parties refuse to fund a QTIP (Marital), Credit Shelter (Bypass) Trust or other Testamentary Trust? Hear about the practical, tax, and legal issues the attorney should consider.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.75
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 10/31/2024
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1.
To Fund…or Not to Fund: When Plans Go Awry (Sep 2023)
Paul D. Strug
0.75
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0.75
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Session 1
—44 mins
0.75
To Fund…or Not to Fund: When Plans Go Awry (Sep 2023)
What do you do when the original estate planner is frustrated because of actions taken by the testator after execution of his or her will? What if the parties refuse to fund a QTIP (Marital), Credit Shelter (Bypass) Trust or other Testamentary Trust? Hear about the practical, tax, and legal issues the attorney should consider.
Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference
Paul D. Strug,
Weycer, Kaplan, Pulaski & Zuber, PC - Houston, TX