Trust Decanting, Modification, and Reformation: When the Trust You Drafted Twenty Years Ago Doesn't Fit Anymore
Date: Tuesday, January 12, 2027
Time: 05:00 PM - 7:30pm
Location: Media's Towne House, Media, PA
Speaker: Brad Terabelo, Esq. of Heckscher, Teillon, Terrill & Sager, PC
Pennsylvania's adoption of the Directed Trust Act, combined with the new federal exemption landscape, means many existing irrevocable trusts no longer accomplish what they were designed to do. Brad will walk us through PA decanting authority, judicial modification, non-judicial settlement agreements, the Uniform Trust Code provisions, and tax considerations when modifying.
