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  1. Courses
  2. The Art and Science of Cond...

The Art and Science of Conditional Gifts in Estate Planning

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In formulating their trust and estate plans, clients often want to set up benchmarks of achievement before distributions or gifts are made. These benchmarks often involve educational attainment – i.e., that a child obtain a college degree by a certain. But they may involve more difficult to measure benchmarks or life goals that are arguably not appropriate – i.e., that a child marry or have children of their own by a certain age.

Conditional gifts can easily lead to resentments among beneficiaries, questionable enforceability, disputes, and fiduciary litigation.

This program provides a practical guide to conditional gifting using incentive trusts and other mechanisms, and counseling clients about the real limits and risks of conditional gifting.

  • Conditional gifting using incentive trusts and other mechanisms
  • Establishing objectively measurable conditions for gifts or distributions
  • Types of conditions or benchmarks – education, life goals, etc.
  • What's enforceable, what's not – counseling clients about limits
  • Choosing the right fiduciaries to administer conditional gifts/incentive trusts

DETAILS
Phone/Audio
Friday, December 16, 2022
1:00–2:00 PM

SPEAKERS

  • Missia H. Vaselaney, Taft, Stettinius & Hollister LLP, Cleveland, OH

PRODUCED
December 16, 2022

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

PROGRAM PRICING
See pricing below.

No longer available for purchase
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Program Manuscript

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The Art and Science of Conditional Gifts in Estate Planning

Live stream web event: 1.0 General 1.0 Total Hour(s) Fri, December 16, 2022 @ 1:00 PM EST
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Program Evaluation

Survey: 7 questions
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Certificate of Completion

Certificate: 0/1 Course items completed
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