Breakout Session 1: Spousal Trust Planning and Pitfalls with Administration and Changes in Circumstances
Domingo Such will examine SLAT planning pitfalls, emphasizing the reciprocal trust doctrine, ethical risks, and administrative missteps, using case studies to illustrate how to avoid estate inclusion and conflicts in spousal trust structures.
1:20 PM - 2:10 PMWed
Main Stage (Octavius 11 - 25)
Speakers
Domingo Such
Partner
Perkins Coie
Documents
Anatomy of a Fiduciary Income Tax Return - Domingo Such Materials