CAASA Class: Advanced Trusts

CAASA Classes

Advanced Trusts - WebEx Only - Hosted by San Luis Obispo County


Barbara Edington

Class Content:

Is it a reappraisal, or can you apply an exclusion (primarily the parent/child exclusion)? This class looks at a variety of trust issues you should consider in making your decision, such as: Disclaimers, powers of appointment, sprinkle provisions, later acquired title, non-pro rata distributions, and more. The content is designed for people who have had at least a year of experience in reading trusts, and assumes some familiarity with basic trust terms, and change in ownership concepts and exclusions.


All Dates

  • 2019-09-26