Trust Situs and Governing Law Considerations

Date: Tuesday, May 25, 2021
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one's point of view. Estate planning professionals need to be cognizant of the fact that a trust's situs and governing law, whether as originally established or later validly changed, will often have significant impact on how certain language in the trust instrument is interpreted, how the trust is administered and the extent to which the trust's objectives are able to be achieved. This teleconference will highlight:

  • The Meaning of "Situs" and "Principal Place of Administration"
  • Specific Results That May Flow from a Trust's Situs and Its Governing Law
  • Selecting or Determining a Trust's Governing Law and Situs
  • Establishing a Trust in a Target Jurisdiction or Moving it to a Target Jurisdiction

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