Why Our Trusts Are Different than All Other Trusts
Guest Expert: Alan Gassman, J.D., LL.M., Gassman Law
In this webinar, Alan Gassman shared unique trust provisions and strategies developed by Gassman, Crotty & Denicolo, P.A. since 1984, offering valuable insights for practitioners nationwide. He covered key provisions, including safeguards against unauthorized trust amendments, measures to deter beneficiary disputes, and essential clauses for trust administration, tax efficiency, and special needs planning.
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Why Our Trusts Are Different than All Other Trusts 01-31-2025
Comments
A few comments from listeners when they were asked what the learned from the webinar:
The breath and depth of trust provisions. I understand how they can be used, but did not realize all the protections a client may be able to include - scrivener, descendant spouse prenup requirements, etc.
- Aaron S.
I like the provision that limits ability to amend trust w/o third party involvement after reaching a certain age/diagnosis.
- Anthony D.
I learned what I don't know (or, more positively, should know) about estate planning. This was a great presentation. Lay out the situations and approaches and have the suggested language available.
- Mark Z.
The breath and depth of trust provisions. I understand how they can be used, but did not realize all the protections a client may be able to include - scrivener, descendant spouse prenup requirements, etc.
- Aaron S.
I like the provision that limits ability to amend trust w/o third party involvement after reaching a certain age/diagnosis.
- Anthony D.
I learned what I don't know (or, more positively, should know) about estate planning. This was a great presentation. Lay out the situations and approaches and have the suggested language available.
- Mark Z.
Attendees Comments:
The breath and depth of trust provisions. I understand how they can be used, but did not realize all the protections a client may be able to include - scrivener, descendant spouse prenup requirements, etc.
- Aaron S.
I like the provision that limits ability to amend trust w/o third party involvement after reaching a certain age/diagnosis.
- Anthony D.
I learned what I don't know (or, more positively, should know) about estate planning. This was a great presentation. Lay out the situations and approaches and have the suggested language available.
- Mark Z.