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 on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty