Discussing statutory reformation and other forms of modification to qualify defective charitable remainder trusts.
1. The general rules behind the statutory reformation of charitable remainder trusts.
2. Process for reforming and/or terminating charitable lead trusts.
3. Other methods of modification to qualify a defective charitable remainder trust, such as via disclaimers, and post-mortem will contests.
Speaker: Jeffrey Glogower, Polsinelli PC, St. Louis