Product Description

Clients often have more than one objective when establishing a trust in estate planning. Learn how to use different types of trusts to achieve distinct, simultaneous goals. 

Agenda & Materials

• 9:00 - 9:05 am

  Welcome and Introduction

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• 9:05 - 9:55 am

  The Use of Revocable and Irrevocable Trusts to Minimize Estate Taxes

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  Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP , Boston
  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 10:00 -10:50 am

  The Use of Trusts to Provide for Special Needs and Disability Planning

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  Jennifer T. Fleming, Esq., Prince Lobel Tye LLP , Boston
  Katelyn Versiackas, Esq., Prince Lobel Tye LLP , Boston
  
• 10:55 - 11:10 am

  Break
• 11:10 - 12:00 pm

  Stacking Medicaid Irrevocable Trusts with Testamentary Trusts for Asset Protection and Estate Planning Purposes

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  Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
  
• 12:05 - 12:55 pm

  Stacking a Purpose Trust on Top of an Asset Protection Trust

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  Alexander A. Bove, Jr., Esq., Bove Langa Witherell & Soiffer , Boston
  Melissa Langa, Esq., Bove Langa Witherell & Soiffer , Boston
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty