Video

  • 7 minutes

Representation, Creation, Validity, Modification, and Termination of Trusts

 

Gain an understanding of Article 3 representation.

Representation simply means when you have a situation when you are trying to bind a beneficiary, but you don’t want the beneficiary to be made aware of what is happening, typically on the settlor’s behalf. This video discusses the concept of representation and discusses the creation and validity of trustee duties and responsibilities.

Runtime: 7 minutes
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Agenda

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Faculty

Tereina Stidd

Tereina Stidd

Cole Schotz P.C.

  • Attorney with Cole Schotz P.C.
  • Associate attorney in the tax, trusts, and estates department in an AM Law Top 200 firm with a focus on income, estate, gift, and generation-skipping transfer tax planning
  • Co-author of the chapter “Homestead” in Basic Estate Planning in Florida, 6th, 7th, and 8th ed. published by the Florida Bar
  • Contributor to Estate, Gift, Trust and Fiduciary Tax Returns Planning and Preparation published by Thomson Reuters
  • Recognized many years as a Super Lawyers Florida Rising Star
  • Regular speaker on estate planning, retirement, homestead, and trust and estate administration topics
  • Licensed to practice law in both Florida and North Carolina (inactive status)
  • J.D. degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. degree, in taxation, the University of Miami School of Law; B.A. degree in political science, cum laude, St. Bonaventure University
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