SKU: OC-62330-01
Spousal trusts are unique clauses that require special consideration in the inclusion of a blended family’s estate plan. This presentation explores:
- The general attributes of a spousal trust
- Income tax requirements
- Practical issues that spousal trusts can present
This on-demand program was originally presented as an in-person program on April 26, 2023 as part of our Estate Planning for Blended Families program.
The total running time is approximately 1 hour, 1 minute.
To view all presentations from Estate Planning for Blended Families, click here.
Chair
Malkit Atwal, Field LLP
Presenter
Dane ZoBell, Felesky Flynn LLP
A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.
For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.
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