OEPC Breakfast - March 2023

Date: Tuesday, March 14, 2023
Time: 7:30am - 9:00am
Location: Happy Hollow Club w/ live streaming
Speaker: Courtney Foltz and Nicole Petrow

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7:30 - Breakfast Buffet & Networking
8:00 - OEPC Meeting & CE Program

While the name suggests otherwise, irrevocable trusts are frequently modified in Nebraska to address unanticipated changes in circumstances. Trustees and beneficiaries frequently seek trust modifications to address beneficiary issues, costs of administration, changes of situs, the need for updated tax planning, and more. Estate planning practitioners utilize nonjudicial trust settlement agreements and the trustee’s decanting power to address such changes in circumstances while avoiding the time and expense of court proceedings. This presentation will summarize the mechanics of nonjudicial settlement agreements and trust decanting, who may exercise these powers, the scope of modifications by either method, and other key considerations.   
1 hour of CE for NE & IA legal, NE accounting, NE insurance and CFP (pending approvals). General certificate available for self-reporting additional designations. 

- $0 (included in dues)

Guests - $50 *must be registered by a member

Contact Stacie Sarasio @ 402.210.9446 or Stacie@OmahaEstate.org



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