Incentive Trusts: a Panacea or a Problem

Date: Tuesday, October 4, 2011
Time: 4:00 PM - 7:00 PM
Location: The Carnegie Visual & Performing Arts Center - Covington, Kentucky
Speaker: Louis Mezzullo

Incentive Trusts:
a Panacea or a Problem
The presentation will cover the use of incentive trusts to encourage or discourage the behavior of beneficiaries.  It will answer the following questions:  What are the client's objectives when creating trusts for his or her children and grandchildren?  Are such trusts effective in accomplishing the grantor's objectives?  Are there better ways to achieve these objectives?   How to structure a trust to carry out the client's purposes?  The discussion will also review the various types of trusts that are used to save taxes, protect assets, and provide professional management.
About the Speaker 
Louis A. Mezzullo
Louis A. Mezzullo is a partner in Luce, Forward, Hamilton & Scripps LLP, practicing principally out of its Rancho Santa Fe, CA office. His principal areas of practice are taxation, estate and business planning, and employee benefits. He was an Adjunct Professor of Law at the University of Richmond Law School from 1978 to 2006, where he taught courses in those subjects, was on the faculty of the University of Miami School of Law Graduate Program in Estate Planning from 2004 until 2007, and was on the faculty of the University of San Diego School of Law in 2009. He has spoken at numerous tax and estate planning conferences, including the Heckerling Institute on Estate Planning, the University of Southern California Institute on Federal Taxation, the Notre Dame Estate Planning Conference, the Mid-America Tax Conference, the Heart of America Tax Conference, the William and Mary Tax Conference, and the Virginia Federal Tax Conference.
Tuesday, October 4, 2011

3:30pm-4:00pm Registration
4:00pm-5:30pm Presentation
5:30pm-7:00pm Cocktails & Hors d'oeuvres
Carnegie Visual & Performing Arts Center
1028 Scott Street
 Covington, KY 41011-3132

Meeting Cost:
$40.00  Members
$65.00  Guests

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