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2021 Teleconference: The Uniform Trust Code Revisited

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Description

As of August 2020, in the 18 years since Kansas became the first state to enact the Uniform Trust Code, 33 more states, plus the District of Columbia, have enacted it. Additionally, several states that have not enacted the UTC have adopted portions of it or have modeled some of their trust laws on it. Thus, it can fairly be said that the UTC has become highly influential in the development of trust law nationally. A statutory compilation of such stature deserves a thorough review. We will examine some of the most important aspects of the UTC, including:

  • Default and Mandatory Rules
  • Virtual Representation
  • Trust Modification
  • Notice Requirements
  • Duties Trustees Owe to Beneficiaries

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If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

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30 days before event date or earlier.
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Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

  • Charles A. Redd

    Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

  • Turney P. Berry

    Turney P. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs’ 22 lawyer Trusts, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®.

March 23, 2021
Tue 1:00 PM EDT

Duration 1H 30M

This live web event has ended.