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Sep 15th Estate Planning CLE Seminar
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Update on NJ Uniform Trust Code

9/15/2016
When: Thursday, September 15, 2016
5:30 PM until 8:30 PM
Where: Fiddlers Elbow Country Club
811 Rattlesnake Road
Bedminster, New Jersey  07921
United States
Contact: Jayne C. Kredatus
908.963.5463

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Greater Middlesex Somerset Estate Planning Council & MCBA
present

NJ Uniform Trust Code - The New Legislation and Your Practice
Thursday, September 15th @ 5:30 p.m.
Fiddler's Elbow CC, 811 Rattlesnake Road, Bedminster

Speaker:
Gerard Brew, Esq.
McCarter & English, LLP - Newark

Mr. Brew will talk about the following issues:

  • Understanding the New Trust Code and the Trusts to Which it Applies
    • Potential Disputes Under the Trust Code
  • Creation, Validity and Categories of Trusts
    • Capacity and Freedom to Create a Trust
    • Purposes and Beneficiaries of Trusts
  • Trust Beneficiaries and Virtual Representation
    • Identifying Beneficiaries
    • Revised Virtual Representation Categories
  • Primary New Features of the Trust Code
    • Directed Trusts and Delegation Provisions
    • Non-Judicial Settlement Agreements
    • Termination of Trusts
    • Transactions Involving Trustee Conflict of Interest
    • Exercise of Discretionary Powers

This program has been approved by the BCLE of  the Supreme Court of NJ for 1.5 hours of total CLE credit. (Please note that Approved CLE Courses in NJ are Recognized for CLE Credit in New York.)

Registration is through the Greater Middlesex Somerset Estate Planning Council

To RSVP: Download RSVP Form or contact Jayne Kredatus @ 908.963.5463 / jayne.kredatus@gmail.com.

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