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10 Things to Consider When Administering Irrevocable Trusts

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November 2016

Author: Susan Huffard

In this presentation, Susan Huffard, a trusts and estates attorney with Cummings & Lockwood, outlines 10 points to consider when administering an Irrevocable Gift Trust.  You have executed a perfectly drafted lifetime gifting trust.  Now what do you do?  This presentation discusses what you should know about the ongoing administrative tasks associated with lifetime gifting trusts, including compliance with tax regulations and fiduciary duties of Trustees.  (13:15)