Jurisdiction and Governing Law for Trusts & Estates

Clients  (and lawyers, for that matter) often refer to a trust as being “an Arizona” trust, or a trust of another state. But what does that really mean? The interplay of jurisdiction, venue, situs and governing law can make it challenging to determine where a trust resides, and whether the answer might be different for different purposes. This seminar discusses the drafting techniques that can be employed to minimize confusion by clarifying the rules that will apply for interpreting and administering the trust.

What You’ll Learn:
How to understand, outline and resolve the following issues for probate and trust administration proceedings:

• Venue
• Choice of Law
• Jurisdiction
• Assets

Presented by:
American College of Trust and Estate Counsel (ACTEC) Probate and Trust Section

Chairs:
Robert Fleming, Fleming & Curti, PLC
Hillary P. Gagnon, Stacey L. Johnson, PLLC
Lauren Garner, Jaburg Wilk, PC
Shawn Garner, Deason Garner & Hansen
T.J. Ryan, Frazer Ryan Goldberg & Arnold, PLLC

Faculty:
Bradley D. Terebelo, Hecksher Teilon Terrill and Sager