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Designing the Modern Trust

Mary Akkerman
Mary Akkerman | Partner, Davenport Evans Lawyers

Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation.

On-Demand: May 10, 2022

$195.00 2 hour CLE

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Program Summary

Join MyLawCLE to learn more about designing the modern trust, including how and when to use Silent Trusts, Trust Situs, Choice of Law, Virtual Representation, Trust Protectors, Investment Committees, Distribution Committees, and Family Advisors.

Key topics to be discussed:

  • What jurisdiction suits the client
  • What roles should be included in the plan
  • Other bells and whistles

Date: July 20, 2022

Closed-captioning available

Speakers

Mary Akkerman_Davenport_Evans_Hurwitz & Smith LLP_myLawCLEMary Akkerman | Partner, Davenport Evans Lawyers

Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.

Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.

Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law, and is listed by Best Lawyers® in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.

Agenda

I. What jurisdiction suits the client | 2:00pm – 2:40pm

  1. Choice of law | 2:00pm – 2:20pm
  2. Choice of situs | 2:20pm – 2:40pm

II. What roles should be included in the plan | 2:40pm – 2:30pm

  1. Trustee | 2:40pm – 2:45pm
  2. Investment advisor | 2:45pm – 2:50pm
  3. Distribution advisor | 2:50pm – 3:00pm

Break | 3:00pm – 3:10pm

  1. Trust protector | 3:10pm – 3:15pm
  2. Family advisor | 3:15pm – 3:20pm
  3. Representative of beneficiaries | 3:20pm – 3:30pm

III. Other bells and whistles | 3:30pm – 4:10pm

  1. Silent trust provisions | 3:30pm – 3:35pm
  2. Virtual representation | 3:35pm – 3:40pm
  3. Decanting | 3:40pm – 3:45pm
  4. Non-judicial modification | 3:45pm – 3:50pm
  5. Change of law | 3:50pm – 3:55pm
  6. Change of situs | 3:55pm – 4:10pm

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