During the 31st Annual Estate Planning & Probate Drafting Course, Jackson Walker partner Michelle Rosenblatt presented a discussion on providing flexibility in trust agreements by drafting for various roles and powers capable of affecting what the trustee is to do with trust property.
Held virtually on October 8-9, 2020, the TexasBarCLE course also included presentations on estate planning during the pandemic, language to include in estate planning documents, unique issues in LLC drafting, settlement agreements, fiduciary compensation, protecting surviving spouses’ rights, marital property and cohabitation agreements, mediation, modifying old trusts, special needs trusts, drafting considerations after the SECURE Act, guardianships, and forms from around Texas. For more information, view the event page.
“Providing Flexibility In Trust Agreements: Using Trust Protectors, Trust Advisors, Trust Consultants, and Trust Committees”
0.75 CLE; 0.25 ethics
Friday, October 9, 2020 | 9:45 a.m. CST
For questions related to wealth preservation, trust, and tax planning, contact Michelle at firstname.lastname@example.org.
Austin and Dallas partner Michelle Rosenblatt focuses on U.S. and international tax, estate, and wealth preservation planning. She represents individuals, families, family offices, family and non-family entities and businesses, estates, trustees, trust beneficiaries, and charitable entities. Michelle is admitted to practice law in Texas and California. Outside the office, Michelle devotes her time to various causes, including KMFA, Austin’s classical music radio station, and was an adjunct professor at the University of Texas at Austin School of Law from 2015-2018. She is actively involved with the State Bar of Texas and frequently presents at TexasBarCLE courses.