Flexible Trusts and Estates for Uncertain Times

Level: Advanced
Runtime: 90 minutes
Recorded Date: August 14, 2018
Click here to share this program
Download PDF


  • Guidance on use of beneficiary-interested and independent trustees
  • Comprehensive advice on how to craft documents
  • Information on dispositive provisions, including discretionary, annuity and unitrust interests
  • Instructions on using testamentary powers of appointment to attract trust and estates law tax and avoid generation-skipping tax
Runtime: 1 hour and 30 minutes
Recorded: August 14, 2018


Attorney and author Jerold I. Horn will provide an extensive analysis of the options for creating and completing wills, trusts and other instruments. This program is designed for lawyers who already possess a sophisticated understanding of estate planning and will and trust drafting issues, but lawyers new to the area will find a great deal of helpful information as Attorney Horn will provide the framework for understanding concepts.

We find ourselves in uncertain times—and uncertainty promises to be the state of risk and demand flexible and creative solutions. Join Attorney Jerold I. Horn as he provides solutions on flexible trusts and estates.

This program was recorded on August 14th, 2018.

Provided By

American Bar Association


Jerold I. Horn

Jerold I. Horn, Attorney at Law

Mr. Horn practices in the area of estate planning and administration. He is a former president of the American College of Trust and Estate Counsel, the author of a number of books and numerous articles on estate planning, and a frequent lecturer at estate and tax institutes.

Similar Courses

Card image cap
92 minutes
48 Hours: Primer to Posthumous Sperm Retrieval and Reproductive Use
Join our speakers as they discuss the background regarding posthumous sperm retrieval, use of retrieved sperm for reproductive purposes, and legal, medical, and practical considerations and steps to retrieval.

American Bar Association


Add to Cart
Card image cap
76 minutes
50 Shades of Valuation
This panel will review the art and science of valuations prepared for different stakeholders in the same case. Panelists will discuss how professionals can use the same data but arrive at dramatically different results through the manipulation of various methodologies and assumptions depending on the interests of their clients.

American Bankruptcy Institute


Add to Cart
Card image cap
61 minutes
A Lawyer's Guide to Working with Special Needs Clients
The rules and policies of the many public assistance programs for your special-needs clients are daunting, and these clients often profess confusion and despair at their inability to successfully navigate these bureaucracies. The attorney who can bring accurate information and a knowledge of the available financial and health care resources, and how to obtain them, into the planning process will quickly be viewed as a trusted advisor for those persons with special needs and their families.

American Bar Association


Add to Cart
Card image cap
79 minutes
A Unique Peek Inside Municipal Bankruptcy Cases
This panel will review some of the unique aspects of municipal bankruptcy cases, including the use of mediators, the role of a creditors’ committee and how committee professionals can be compensated, the involvement of state and federal laws and precedent for municipal bankruptcies, and the uncharted territory of Puerto Rico’s insolvency, as well as the potential impact on financially troubled states.

American Bankruptcy Institute


Add to Cart
Previous Next