Advisor Luncheon (Topic: Decanting)

August 30th, 2017 11:45 am - 1:00 pm
Location: Caldwell Law
Hanover Road Professional Center
367 Route 120, Suite B-6
Lebanon, NH 03766
Fees: Complimentary
Amending irrevocable trusts is an increasingly important estate planning strategy. There are multiple ways for our clients to revise an irrevocable trust that no longer “fits.” At least 22 states have adopted statutes, including New Hampshire, specifically authorize decanting.

Join us for a discussion about decanting and other forms of trust modification that can help save income taxes, protect assets and better serve our clients and their beneficiaries.