Trustee Issues and Practical Tips, Round Table Discussion

Heart of America Regional Meeting
Session IV
May 1 – 3, 2026
St. Louis, MO

The program involves questions from the moderator to expert panelists regarding trustee compensation, drafting for trustee compensation, advice on trustee selection, estate planning for clients with early dementia, planning with directed trusts, modifying a noncharitable irrevocable trust through judicial and non-judicial settlement agreements, decanting as a method of stepped up basis, termination of de minimis trusts, preventing trust modification, and best practice for winding down a trust.

Moderator: LeAnn D. Ellis

Speakers: Shannon K. Barks, J. Lee Brown, Hal W. Ellis, Susan B. Shields