Mississippis New Uniform Trust & Qualified Dispositions Laws
Date: July 10, 2014 Time: 9:00 a.m. 11:30 a.m. Location: Embassy Suites, 200 Township Place, Ridgeland, MS 601-607-7112 Seminar Description: Mississippi's current trust law is sparse and fragmented. As part of the 2014 General Session of the Mississippi Legislature, Governor Bryant signed two trust bills that will be effective July 1, 2014.
The first new law, the Mississippi Uniform Trust Code, provides precise, comprehensive and easily accessible guidance on trust law questions, including representation of beneficiaries; duties and powers of trustees; liability of trustees and rights of beneficiaries, trust advisors and trust protectors; and judicial and non-judicial proceedings for trusts.
The second new law, the Mississippi Qualified Dispositions in Trust Act, provides the legal vehicle for creating "domestic asset protection trusts" in Mississippi.
This seminar seeks to provide comprehensive information on both of these new laws. Who Should Attend: CEOs, Trust Officers, and bank attorneys. What You Will Learn: Review of how the new Uniform Trust Code law will benefit beneficiaries, trustees, trust providers and trust protectors. How the new Uniform Trust Code can be used by trust providers to encourage the use of trusts in estate planning. How Mississippis Uniform Trust Code compares to our surrounding states. How to set up an asset protection trust under the new Qualified Dispositions in Trust Act. What are the exceptions for creditors under the new Qualified Dispositions in Trust Act. Other details on these new laws. Seminar Speakers: Lynne Green of Brunini, Grantham, Grower & Hewes, PLLC, focuses her practice on tax, estate planning and probate law. She is listed in The Best Lawyers in America directory for Trusts and Estates. She is a fellow of the American College of Trust and Estate Counsel and is the past state chair of this body. She is a frequent speaker on estate planning and tax related topics and was a panelist for the MS Bankers Association Trust Conference in 2013.
Len Martin of Baker Donelson concentrates his practice in the areas of taxation, trusts and probate, planned giving and non-profit organizations. He is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Financial Planner. He is also a frequent speaker on estate planning, taxation and probate matters. He is listed in The Best Lawyers in America for Trusts and Estates and Non-Profit/Charities Law. He is a fellow and the state chairman of the American College of Trust and Estate Counsel.
What are the costs? MBA Members: $95; $190 for non-members
Mississippi Bankers Association presents 2014 Trust Issues Seminar Mississippis New Uniform Trust & Qualified Dispositions Laws
REGISTRATION FORM Bank Name: ____________________________________________________________________________________ Bank Address: __________________________________________________________________________________ City, State, ZIP: _________________________________________________________________________________ Phone: _______________________________________ Fax: ____________________________________________ Registrant Name: ______________________________ City (for name badge): ____________________________ Registrant Name: ______________________________ City (for name badge): ____________________________ Registrant Name: ______________________________ City (for name badge): ____________________________ E-mail Address: __________________________________________________________________________________ Fee to be Billed: ___ $95 Member ___ $190 Non-Member
If you an MBA member or MBA Affiliate, you may fax your registration and the MBA will invoice you. Each individual registrant will receive a confirmation of registration via email or fax. Please contact the MBA at (601) 948-6366 if you do not receive a confirmation within 48 hours. To register please SCAN & EMAIL to lrichardson@msbankers.com or by FAX to 601-355-6461, attn: Lori Richardson Or MAIL your registration to: Mississippi Bankers Association, PO Box 37, Jackson MS 39205