Not Your Everyday Trusts: What You Need to Know About SLANTs, BDITs and Other Nonconventional Estate Planning Techniques
Online registration is closed. If you wish to attend this event, you will need to register on-site:
University Club of Chicago, 76 East Monroe Street | 9th Floor Cathedral Room, Chicago, IL 60603
We will give luncheon tickets to on-site registrants beginning at 12:10 p.m. once prepaid attendees have been seated and providing seating is available.
Please join us on Thursday, April 18, 2024 when Karin Prangley, Brown Brothers Harriman, and David Allen, Katten Muchin Rosenman LLP will discuss (1) certain nonconventional estate planning techniques, including the use of an incomplete non-grantor trust (“ING”), spousal lifetime access non-grantor trust (“SLANT”), beneficiary defective inheritor’s trust (“BDIT”) and beneficiary deemed owner trust (“BDOT”), (2) the legal underpinnings behind these techniques, (3) when and why these techniques could be beneficial, and (4) the risks these techniques present and best practices to minimize those risks.
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