Revocable Trusts, Irrevocable Trusts, Agencies and Custodial Type Accounts
Rex Kyle
- Revocable Trusts
- Irrevocable Trusts – inter vivos, Testamentary
- Agencies – individual, agent for Executor or Trustee, Retirement Plans, Custodial Agent
Estates & Probates
Rex Kyle
- Probate Process
- Small estate Administration
- Notice to Creditors
- Notice to Qualified Beneficiaries
- Valuation of Assets – DOD and Alternate Valuation
- Disclaimers
- Bankrupt estates
- Income in respect of a decedent (IRD)
- Funding aspects of assets moving from estate to testamentary trusts
Lunch
Charitable Trusts
Kim Evans, UAMS College of Medicine