CTC’s Trust Counsel, Jonathan Becker, Panelist for CLE course: Avoiding “Crummey Power” Mistakes in Drafting Trust Documents

October 15, 2015

Our Trust counsel, Jonathan E. Becker, was recently a co-panelist for the CLE course:  Avoiding “Crummey Power” Mistakes in Drafting Trust Documents alongside Windels Marx Lane & Mittendorf Partner, Denise L. Iocco, Esquire.  This particular seminar included the following topics:

  1. Drafting requirements in trust documents
  2. Notice requirements to beneficiaries
  3. Additional steps to protect against IRS challenge
  4. “Hanging Crummey powers”

If you would like additional information about the topics covered in this seminar, please contact Jonathan directly at jbecker@commonwealth-trust.com or 302.658.7214.

For articles recent articles written by Jonathan Becker, please click the following: http://www.localhost:10009/trust-our-word/when-to-stay-and-when-to-bdit/ 

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.