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Advanced CLE

2022 The art and science of conditional gifts in estate planning audio replay

Total Credits: 1.2 MCLE, 0.0 Kansas Credit



In formulating their trust and estate plans, clients often want to set up benchmarks of achievement before distributions or gifts are made. These benchmarks often involve educational attainment – i.e., that a child obtain a college degree by a certain time.  But they may involve more difficult to measure benchmarks or life goals that are arguably not appropriate – i.e., that a child marry or have children of their own by a certain age.  Conditional gifts can easily lead to resentments among beneficiaries, questionable enforceability, disputes, and fiduciary litigation.  This program will provide you with a practical guide to conditional gifting using incentive trusts and other mechanisms, and counseling clients about the real limits and risks of conditional gifting.

•    Conditional gifting using incentive trusts and other mechanisms
•    Establishing objectively measurable conditions for gifts or distributions
•    Types of conditions or benchmarks – education, life goals, etc.
•    What’s enforceable, what’s not – counseling clients about limits
•    Choosing the right fiduciaries to administer conditional gifts/incentive trusts


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