Join us for a complimentary, live webinar hosted by The Stephenson National Bank & Trust: Resolving Trust Disputes Without Going to the Mat
Date: September 15, 2026
Time: 12:00pm-1:30pm
Location: 1820 Hall Ave, Marinette, WI
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This webinar will focus on the following:
- Using virtual representation
- Beneficiary waivers, consents and releases
- Trust modifications, premature terminations and decanting
- Construing or reforming governing instrument language
- Identifying and avoiding adverse tax consequences in settling trust disputes
Speakers (via webinar):
Charles A. Redd; Stinson LLP
Turney P. Berry; Wyatt, Tarrant & Combs LLP
Continuing Education:
CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.