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DTSTART:20230314T123000Z
DTEND:20230314T140000Z
LOCATION:Happy Hollow Club w/ live streaming
UID:2294720230314T123000ZOEPC Breakfast - March 2023
DTSTAMP:20260612T211514Z
DESCRIPTION:\n \n \nAGENDA\n7:30 - Breakfast Buffet & Networking\n8:00 - OEPC Meeting & CE Program\nWhile 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.   \n 1 hour of CE for NE & IA legal, NE accounting, NE insurance and CFP (pending approvals). General certificate available for self-reporting additional designations. \n \nREGISTRATION FEES\n Members - $0 (included in dues)\nGuests - $50 *must be registered by a member\n \nQUESTIONS?\n Contact Stacie Sarasio @ 402.210.9446 or [Stacie@OmahaEstate.org](mailto:stacie@omahaestate.org )\n \n\n  \n \n \n
SUMMARY:OEPC Breakfast - March 2023 - Omaha Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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