4 Glen Cove Road
Old Westbury, NY 11568
This breakfast seminar will discuss advanced concepts in wills and trusts of interest. Some areas of discussion will include portability, decanting, disclaimers, exculpatory clauses, trustee discretion, per stirpes distributions, trustee incapacity, prudent person standard, QSSTs and ESBTs, beneficiaries' right to information, and governing law.