Tricks and Traps of Trust Loans to Beneficiaries
Date: Wednesday, December 9, 2015
Time: 12:00pm - 1:30pm
Location: The Standard Club, 320 S. Plymouth Court, 5th floor Ballroom, Chicago, IL
Speaker: Lauren Wolven and Carrie Harrington, Levenfeld Pearlstein LLP
- Loans are an everyday occurrence in estate planning, whether to a beneficiary from a trust or to a trust from a bank or other entity. This program highlights common pitfalls and provides practical advice for considering when loans are appropriate from a trust to a beneficiary and, if so, how to structure them.
