Avoiding the Unintentionally Defective Trust

Date: Tuesday, October 1, 2019
Time: 11:45am - 1:15pm
Location: Delta Hotel-Marriot- 385 East 4th Street, South Sioux City, Nebraska 68776
Speaker: Jay E. Harker, JD, SVP of Stifel Trust Company, N.A.


11:45 a.m. Networking

12:00 p.m. Lunch

12:10 p.m. Business/Announcements

12:15 p.m. Presentation

1:15 p.m. Conclusion


Description:  Offered as helpful advice for drafters of trusts, and based upon many years’ experience reading thousands of trust documents drafted by lawyers of every stripe from coast to coast, this session will focus on some too-commonly recurring drafting errors (and how to avoid them), and will also suggest some “best practices” with regard to drafting trust provisions. Actual examples are used to illustrate both the errors and best practices (names are changed, of course), and although some errors are more subtle than others, and some are more critical than others, and some occur more frequently than others, we’ll stop to take a look at some really “stupid stuff” along the way, too.


About the Speaker:  

Jay E. Harker is Senior Vice President at Stifel Trust Company, N.A. in St. Louis, Missouri.  He has been in the trust industry since 1982.  Jay is a long-time member of the Estate Planning Council of St. Louis, is Chair of the Probate and Trust Law Steering Committee of the Bar Association of Metropolitan St. Louis, and is Chair of the Missouri Bar’s Corporate Fiduciary Subcommittee.  He has authored numerous articles and presented educational seminars for attorneys, CPAs, clients and financial professionals nationwide.

Jay graduated from St. Louis University School of Law (cum laude) in 1991, where he was Assistant Managing Editor of the St. Louis University Law Journal.  His is admitted in Missouri and Illinois.  Jay holds a Ph.D. (summa cum laude) in Philosophy from the University of Illinois and a B.A. (magna cum laude) in English and Philosophy from Ball State University.  In addition, he has successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the Institute of Certified Bankers, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CFP®).

Related Document(s):

See Upcoming Event Calendar