Avatar Avatar

Silent Trusts: The Crossroads between the Duty to Inform and Report and the Option to Have a Silent Trust Click to Listen to Cindy's description



Watch Now!
Recording and Slides are Available Here


This presentation will provide an overview of the typical silent trust (also known as quiet trust) provisions amongst several states and an analysis of how these statutes can cause significantly different results.  It will also include a discussion of:

    • Background regarding why a grantor might choose to create a silent trust and alternatives to achieving those goals;
    • Tips for drafting a silent trust in a UTC state;
    • Tips for drafting a silent trust in a non-UTC state;
    • Why trustees do not prefer silent trusts; and
    • How newer statutes are helping to allay trustees’ concerns.


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $99 for this webinar.

Forgot Password?

To become a LISI member Click Here

Cynthia D. M. Brown is the President of Commonwealth Trust Company and a member of its Board of Directors. Cindy has more than fifteen years of experience in the areas of trust administration, estate planning and tax. Her responsibilities include business development as well as oversight of trust administration, trust operations and compliance. In addition, Cindy is an active member of the Delaware State Bar Association Trust Act Committee, which drafts annual revisions to the Delaware Code.

Jocelyn Margolin Borowsky, a fellow of the American College of Trust and Estate Counsel ("ACTEC"), practices in the areas of estate planning, estate and trust administration and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Sophisticated Estate Planning. A large part of her practice involves the review of clients' overall estate plans, preparation of wills and revocable trusts, and where appropriate, implementation of sophisticated trusts, such as lifetime spousal trusts, asset protection trusts, life insurance trusts, dynasty trusts, BOLI trusts, DINGs, BDITs, GRATs and IDITs. Ms. Borowsky also works with closely-held family businesses and professionals on issues involving strategic tax and business planning, the use of captive insurance and the creation of private family foundations. Modification and Other Advice on Delaware Trusts. Ms. Borowsky routinely advises clients with respect to resolving trust administration matters, modifying trusts, structuring new Delaware trusts and transferring existing trusts to Delaware through decanting or other means. As an active participant in state bar statutory drafting committees, she is well versed in the preparation of Delaware directed trusts and in the creation of confidential trusts. Ms. Borowsky also has served as an expert witness in matters involving a Delaware directed trust and an executor’s breach of fiduciary duty. Litigation and Audits. Ms. Borowsky represents fiduciaries and beneficiaries in trust and estate litigation. She also handles tax controversy matters, including estate and gift tax audits by the Internal Revenue Service and state taxing authorities. She is AV® Preeminent™ Peer Review Rated by Martindale-Hubbell and an Accredited Estate Planner of The National Association of Estate Planners & Councils.



Avatar Avatar

Lee Slavutin and Marty Shenkman

February 21, 2019 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Planning After TCJA

More Info
Avatar Avatar

Alan Gassman, Brandon Ketron

February 22, 2019 1:00 PM EDT 2:30 PM ET ET

199A Planning After the New and Now Modified February 4th Final Regulations: What We Can and Should Do Now That the Dust Has Settled

More Info
Avatar

Steve Oshins

February 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

More Info
Avatar

Bob Keebler

February 28, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 1 of a A Two-Part Series - Click here for the Two Part Bundle

More Info
Avatar

Bob Keebler

March 01, 2019 3:00 PM EDT - 4:30 PM ET

Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series - Click here for the Two Part Bundle

More Info
Avatar

Paul Hood

March 07, 2019 3:00 PM EDT 4:30 PM EDT

Snap, Crackle, Swap: The Substitution Power in Grantor Trusts

More Info
Avatar

Michael Geeraerts

March 15, 2019 3:00 PM EDT - 4:30 PM ET

199A for Insurance Producers

More Info
Avatar

Bob Keebler

March 21, 2019 3:00 PM EDT - 4:30 PM EDT

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

March 28, 2019 3:00 PM EDT - 4:30 PM EDT ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting - A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler and Keith Schiller

April 24, 2019 3:00 PM EDT - 4:30 PM ET ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

More Info
Avatar

Bob Keebler

May 3, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Advisors Need to Know about Cost Segregation

More Info