Addiction & Trusts - It Looks Great On Paper, But Does It Work?
Join the Los Angeles Estate Planning Council for our February meeting as Stuart D. Zimring presents Addiction & Trusts - It Looks Great On Paper, But Does It Work?
Planning and drafting for trust beneficiaries who have substance abuse issues presents numerous challenges ranging from:
Should we do it all?
How much authority should a Trustee be given to meddle in a Beneficiary’s private life?
Once we’ve drafted the language, how sure are we that it will work?
This presentation will explore these questions (and many more) with examples of trust provisions our speaker has used and encountered over the years
STUART D. ZIMRING is in private practice in Encino, California where he concentrates in the areas of Elder Law, Estate and Life Planning, Special Needs Trusts and Probate, Conservatorship and Trust Litigation matters. He is certified as a specialist in Estate Planning, Probate and Trust law by the Board of Certification of the State Bar of California, and is co-Author (together with Donna Bashaw, Christina McGonigle and Melinda Hunsaker) of “Tax, Estate & Financial Planning for the Elderly - California Guide” and (together with Prof. Rebecca Morgan, Bradley Frigon and Craig Reeves) “Fundamentals of Special Needs Trusts”, both published by Matthew-Bender. He is a member of the Matthew-Bender/Lexis-Nexis Elder Law Editorial Board and is also an Adjunct Professor of Law at the Stetson University College of Law.
**RSVPs have now closed. Please email Veronica Maldonado Usher at vusher@pmcos.com if you would still like to join us**
As a reminder, the meeting is held at The California Club that has a dress code. For more information see: When You Visit | The California Club
An application for 1.0 hour of general participatory California MCLE credut and 1,0 hour of LSMCLE credit in Estate Planning, Trust & Probate Law is pending approval.
