EVENT CALENDAR
You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions
January 8 @ 4:00 pm – 5:00 pm EST
Co-Presenters: Johnathon Brandt, Fiduciary Officer, Amber Gunn-Holt, CTFA, Senior Fiduciary Officer, Brent Liner, JD, CTFA, Senior Fiduciary Officer
Webinar Description
InterActive Legal Speaker Series presents a complimentary webinar “You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions.” Join InterActive Legal Advisor Abigail O’Connor, Esq. and three trust officers from Peak Trust Company as they discuss real-world situations faced by trustees who must work within the four corners of the documents under which they are appointed.
As drafting attorneys, we focus on our client’s intent, tax implications, family dynamics, and structural or transactional aspects of a trust. We often rely on what seems like good language that gives a trustee enough flexibility to adapt to unforeseen implications. But do we draft for too much flexibility? Or we may draft strict rules or guidelines, intended to leave little room for doubt. But too strict? This webinar will dive into typical trust provisions that seem innocuous to the drafter’s eye, but when the words become action, challenges may ensue for the trustee.
Trust officers Johnathon Brandt, Amber Gunn-Holt, and Brent Liner will join Abby to discuss how trustees view provisions drafted with good intentions by estate planners, and how estate planners might modify language to produce the best overall results for not only trustees, but beneficiaries as well.
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Speakers
Abigail O’Connor serves as Chief Fiduciary Officer for Peak Trust Company and is an InterActive Legal Advisor. With over 15 years of law practice in the trusts and estates field, Abigail has honed her expertise in a variety of practice areas, including estate planning, estate and gift tax strategic planning, representation of trustees and beneficiaries, estate administration, and family business succession planning. Her comprehensive approach to estate planning integrates tax considerations, challenging family dynamics, and the unique needs of family business owners.
Abigail’s professional affiliations are extensive. She serves as the Alaska State Chair of the American College of Trust and Estate Counsel (ACTEC) and has held leadership roles in several professional organizations, including the Anchorage Estate Planning Council and Anchorage Trust & Estate Professionals. She is a prolific writer and speaker, contributing to numerous publications and presenting at various industry events. She holds a Juris Doctor with a concentration in Estate Planning from Albany Law School, a Master of Science in Applied Mathematics from Rensselaer Polytechnic Institute, and a Bachelor of Arts in Mathematics from Rutgers University. Abigail is licensed to practice law in Alaska and Florida.