Date & Time: Tuesday, April 29, 2025 from 4:00 p.m. – 6:00 p.m. ET
Webinar Fee: $65

This program is online only and will be recorded. Anyone who registers will receive a link to the video recording.

Faculty

Lisa Cukier, Esq., Partner - Rubin and Rudman LLP

Jennifer Laucirica, Esq., Partner – Rubin and Rudman LLP

Kristin Dzialo, Esq., Partner – Rubin and Rudman LLP

A disclaimer trust is a pliable estate planning tool that can be used by a surviving spouse to adjust the transfer of wealth. The adjustment can have significant estate planning advantages, including tax savings, creditor protection, and flexibility for changes in circumstances.  With flexibility, however, comes the diminution of control and certainty, as well as the potential for family dissension.  Additionally, the timing and rigidity of the rules presents a level of complexity with potential for pitfalls. Alternatively, credit shelter trusts may provide advantages and certainty to limit dissension, but can be rigid and less flexible.  Join this expert panel for a critical examination of the complexities, nuances, and strategic considerations of these dynamic estate planning mechanisms.

 Topics Covered:

• What is a disclaimer trust?
• What is a credit shelter trust?
• What does each look like in terms of legal requirements?
• When is it typically recommended to a client at the estate planning stage to implement one strategy over the other? When is it recommended to implement both?
• What are the circumstances when one of the strategies would not be recommended to a client?
• Current trends and patterns in client concerns and sentiments toward disclaimer trusts v credit shelter trusts at the estate planning stage.
• What are the typical patterns of circumstances that give rise to a surviving spouse invoking a disclaimer at the estate administration stage?
• Complexities and traps for the unwary
• Estate planning and estate administration fact pattern workshop

Online registration is encouraged. For assistance, questions on group discounts, accommodations requests, special billing, program content, out-of-state CLE credits, and general CLE information contact Michael Saporito by email at  msaporito@socialaw.com. Registrations accepted in order of receipt. Registration fees are non-refundable. Most Social Law Library CLE events are recorded. The recording is available by digital download, generally within a week after the program date. People registered for the program will receive the video recording and materials. CLE credit, when applicable, is only granted when the live webinar is attended.