Resource Center

by Matthew T. McClintock, JD | Vice President of Education, WealthCounsel

Circumstances change. That's life. Whether it's tax implications brought on by ATRA or a client's needs change, there are options to modify irrevocable trusts. In part one of a three part series on trust modification, we'll take at look at the options, and when they might apply. Download this Insight Brief to learn more about three of the simpler methods, including, reformation, procedural modification, and equitable deviation.