Ann B. Burns

Thanks, But No Thanks – Disclaiming Assets, Interests, and Powers
Disclaimers are used today more than ever because they can provide flexibility for planning in uncertain times. However, using disclaimers can be complicated. This session will focus on the use of qualified disclaimers of assets, interests in trusts, and powers held as trustee and beneficiary, including the use of formula disclaimers

Tuesday, January 26th
(9:00 a.m. – 9:50 a.m.)