Credit Shelter Trusts

This topic is a segment of the Anatomy of a Trust CLE program of April 2017. Additional segments of the program can be found at the bottom of this page.

0.5 MCLE Credit in Skills

Topics to be Covered Include
> Permissible Terms of Credit Shelter Trust
> Powers of Appointment
> Disclaimer Funding of Credit Shelter Trust
> Sample Will with Marital and Credit Shelter Trusts
> Defining the Credit Shelter Trust- Federal or NYS Exemption
> Pecuniary v. Fractional Funding

Speaker
Avi Z. Kestenbaum, Esq. | Meltzer, Lippe, Goldstein & Breitstone, LLP

Pricing
NYSBA Member: $22.50
Non-Member: $122.50

Program Co-Sponsors
Trusts and Estates Law Section
Committee on Continuing Legal Education