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The Uniform Trust Code: 32 Enactments and Counting

Learn about the latest updates and provisions of the Uniform Trust Code. This material, presented by the Reporter (principal drafter) of the UTC, will provide an in-depth analysis of the provisions of the UTC most relevant to estate planning practice. A particular focus will be on how the 32 enacting jurisdictions have modified the UTC to fit their local situations. In addition, leading court cases analyzing the UTC will be discussed.


Runtime: 97 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview of UTC

  • Organization
  • List of Enacting Jurisdictions
  • Possible Additional Enactments

Requirements for a Binding Settlement Agreement

  • Concepts of Representation
  • Treatment of Powers of Appointment
  • Non-Judicial Settlement Agreements

Grounds for Modifying or Terminating a Trust

  • Failure of Trust Purpose
  • Unanticipated Circumstances
  • Tax Issues

Protecting a Trust From Claims of Beneficiary's Creditors

  • Spendthrift Provisions
  • Self-Settled Trusts
  • Treatment of Discretionary Trusts

What Are the Special UTC Rules on Revocable Trusts

  • Procedure for Revocation
  • Trust Contests
  • Creditor Claims

What Are the Grounds for Removing a Trustee

  • Trustee at Fault
  • Substantial Change of Circumstances
  • Appointment of Successor Trustee

Obligation to Keep Beneficiaries Informed

  • General Obligation
  • Specific Requirements
  • Modification in Trust Instrument

Continued Relevance of Prior Law

  • Drafting Philosophy of UTC
  • Cases Arising Prior to Enactment
  • Trust Issues Not Addressed in the UTC
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on August 29, 2017.

Call 1-866-352-9540 for further credit information.

  • AL CPE
     
  • This course is acceptable for 1.5 live credit hour(s) through the Alabama State Board of Public Accountancy.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David English

University of Missouri

  • W.F. Fratcher Professor of Law, University of Missouri
  • Reporter, drafting committee on Uniform Trust Code
  • Uniform Law Commissioner, State of Missouri
  • Vice chair, ABA Section of Real Property, Trust and Estate Law
  • Former chair, ABA Commission on Law and Aging
  • Former chair, Probate and Trust Committee, the Missouri Bar
  • Academic Fellow, American College of Trust and Estate Counsel; Fellow, International Academy of Estate and Trust Law
  • Presents on UTC throughout the U.S. and internationally
  • Co-author, Tax, Estate and Financial Planning for the Elderly (Lexis) and Wills, Trusts and Estates (West Academic); successor author, Missouri Surrogate Laws Manual (Thompson), and Missouri Probate Law and Practice (Thompson)
  • J.D. degree, Northwestern University; B.A. degree, Duke University
  • Can be contacted at [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 397083
Published 2017
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