Trust Topics And Trends For Financial Advisors

Serving as a quarterback to manage a client’s wealth requires working with attorneys and familiarity with common mistakes made in trust documents as well as how to correct them after a trust is established. In this session, you will learn from one of the nation’s leading estate planning attorneys about:

• Making Trusts Flexible
• Fixing Irrevocable Trusts
• Extending terms of irrevocable trusts
• Modifying administrative provisions of irrevocable trusts
• Current trends in gift trusts for wealthy individuals

GIDEON ROTHSCHILD is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group.  He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and foreign trusts.  

Mr. Rothschild is the Vice-chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers.  He is a member of the Advisory Boards of BNA’s Tax Management and Trusts and Estates, the Immediate Past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP), and a member of the New York State Bar Association.  He is also licensed as a Certified Public Accountant.

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This webinar is eligible for IMCA^® CE credit.