Mississippi Bankers Association presents

2014 Trust Issues Seminar

Mississippis New Uniform Trust & Qualified Dispositions Laws





Date: July 10, 2014
Time: 9:00 a.m. 11:30 a.m.
Location: Embassy Suites, 200 Township Place, Ridgeland, MS
601-607-7112
Seminar
Description:
Mississippi's current trust law is sparse and fragmented. As part
of the 2014 General Session of the Mississippi Legislature,
Governor Bryant signed two trust bills that will be effective July 1,
2014.

The first new law, the Mississippi Uniform Trust Code, provides
precise, comprehensive and easily accessible guidance on trust
law questions, including representation of beneficiaries; duties
and powers of trustees; liability of trustees and rights of
beneficiaries, trust advisors and trust protectors; and judicial and
non-judicial proceedings for trusts.

The second new law, the Mississippi Qualified Dispositions in
Trust Act, provides the legal vehicle for creating "domestic asset
protection trusts" in Mississippi.

This seminar seeks to provide comprehensive information on
both of these new laws.
Who Should Attend:
CEOs, Trust Officers, and bank attorneys.
What You Will Learn:
Review of how the new Uniform Trust Code law will benefit beneficiaries, trustees, trust
providers and trust protectors.
How the new Uniform Trust Code can be used by trust providers to encourage the use
of trusts in estate planning.
How Mississippis Uniform Trust Code compares to our surrounding states.
How to set up an asset protection trust under the new Qualified Dispositions in Trust
Act.
What are the exceptions for creditors under the new Qualified Dispositions in Trust Act.
Other details on these new laws.
Seminar Speakers:
Lynne Green of Brunini, Grantham, Grower & Hewes, PLLC, focuses her practice on tax, estate
planning and probate law. She is listed in The Best Lawyers in America directory for Trusts and
Estates. She is a fellow of the American College of Trust and Estate Counsel and is the past
state chair of this body. She is a frequent speaker on estate planning and tax related topics
and was a panelist for the MS Bankers Association Trust Conference in 2013.

Len Martin of Baker Donelson concentrates his practice in the areas of taxation, trusts and
probate, planned giving and non-profit organizations. He is a Chartered Life Underwriter,
Chartered Financial Consultant and a Certified Financial Planner. He is also a frequent speaker
on estate planning, taxation and probate matters. He is listed in The Best Lawyers in America
for Trusts and Estates and Non-Profit/Charities Law. He is a fellow and the state chairman of
the American College of Trust and Estate Counsel.

What are the costs? MBA Members: $95; $190 for non-members


Mississippi Bankers Association presents
2014 Trust Issues Seminar
Mississippis New Uniform Trust & Qualified Dispositions Laws


REGISTRATION FORM
Bank Name: ____________________________________________________________________________________
Bank Address: __________________________________________________________________________________
City, State, ZIP: _________________________________________________________________________________
Phone: _______________________________________ Fax: ____________________________________________
Registrant Name: ______________________________ City (for name badge): ____________________________
Registrant Name: ______________________________ City (for name badge): ____________________________
Registrant Name: ______________________________ City (for name badge): ____________________________
E-mail Address: __________________________________________________________________________________
Fee to be Billed: ___ $95 Member ___ $190 Non-Member

If you an MBA member or MBA Affiliate, you may fax your registration and the MBA will invoice you. Each individual
registrant will receive a confirmation of registration via email or fax. Please contact the MBA at (601) 948-6366 if
you do not receive a confirmation within 48 hours.
To register please SCAN & EMAIL to lrichardson@msbankers.com
or by FAX to 601-355-6461, attn: Lori Richardson
Or MAIL your registration to: Mississippi Bankers Association, PO Box 37, Jackson MS 39205