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Wednesday, January 18, 2023 - 7:30 to 8:30 a.m.

Mesa Country Club

You will encounter a situation where a previously drafted irrevocable trust is defective and requires modification. The defect may be due to a change in the law, a change in a beneficiaries’ status, or in drafting errors. There are several ways to ‘fix’ an irrevocable trust. Join Trevor Whiting and Louis Silverman as they review modification methods, governing laws, and necessary parties that may be needed during the process.

Transferring and Holding Business Interests in Trust: What are the Concerns?

Thursday, February 23, 2023 - 4:00 to 6:00 p.m.

Arizona Community Foundation

Transferring interests in private companies, whether organized as an LP, LLC, S Corp, or C Corp, offers a great opportunity to move wealth in trust. There are challenges for both transferring and holding those interests in trust. But opportunities arise as well, from both a transfer tax and income tax perspective. Please join Chris Siegle for an insightful discussion of what estate planners can do to increase the plan’s efficiency, protect clients, and accomplish their goals.