Potpourri of Non‐Tax Hot Topics, Cases and Trends
This call is hosted by the Non‐Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee. The call will feature a discussion of hot topics, cases and trends in nontax estate and trust planning and administration. The discussion will be led by Lee‐ford Tritt of the University of Florida College of Law and Javier Tapia of Bank of America Private Wealth Management

When asked what he would do if he found a million dollars, Yogi Berra replied, "I'd find the fellow who lost it, and, if he was poor, I'd return it." Recent economic times have financially pinched many who depend on interest and dividends. Trust beneficiaries are no exception, and they are more and more frequently asking trustees to use the power to adjust to replace lost yield. This session will explore the issue, as well as the law and financial theory behind the power to adjust, and it is for those who represent trustees, beneficiaries and draft trust documents. Our own Mark R. Parthemer, Managing Director of Fiduciary Counsel-Southeast Region of
Bessemer Trust, will be presenting this session’s topic.