ALERT

MCLE will close at 4:30pm on Friday, December 20, 2024 so that our staff can celebrate the joys of the season with their loved ones and rest and recharge for the new year. We will reopen on Thursday, January 2, 2025 at 8:30am. We wish you a happy holiday season and a bright 2025!!

The Art & Science of Stacking Trusts

Learn about the types and combination of trusts to meet your clients’ goals

Product Number: 2240066P01
CLE Credits, earn up to:
4 substantive credits, 0 ethics credits CLE Credit Note
Add to Favorites List

The Art & Science of Stacking Trusts

Learn about the types and combination of trusts to meet your clients’ goals

Your Selection:

Welcome and Introduction On demand video from The Art & Science of Stacking Trusts; Length: 00:05:09 $45.00; Members $40.50; New Lawyers $22.50 Free for OnlinePass subscribers.

Add to Cart

All of the faculty presentations from The Art & Science of Stacking Trusts may be purchased individually. Expand the Agenda below to see all options.

Also Available:

MP3 Download Add to Cart

Includes downloadable supporting materials. $245.00; Members $220.50; New Lawyers $122.50 Free for OnlinePass subscribers.

On Demand Webcast Add to Cart

Includes downloadable supporting materials. $245.00; Members $220.50; New Lawyers $122.50 Free for OnlinePass subscribers.

Related On Demand Videos

See Agenda below to purchase individual video segments from this program. Pricing varies by video length. Member and new lawyer pricing available. Free for OnlinePass subscribers.

Product Description

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
Agenda & Materials
- 9:00 - 9:05 am
  
  Welcome and Introduction
  on demand video Add to Cart
- 9:05 - 9:55 am
  
  The Use of Revocable and Irrevocable Trusts to Minimize Estate Taxes
  on demand video Add to Cart
  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
  on demand video Add to Cart
  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
  on demand video Add to Cart
  Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
- 12:05 - 12:55 pm
  
  Stacking a Purpose Trust on Top of an Asset Protection Trust
  on demand video Add to Cart
  Alexander A. Bove, Jr., Esq., Bove Langa Witherell & Soiffer , Boston
  Melissa Langa, Esq., Bove Langa Witherell & Soiffer , Boston
Faculty

Chair

Jennifer T. Fleming, Esq., Prince Lobel Tye LLP, Boston

Faculty

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

Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP, Boston

Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP, Worcester

Melissa Langa, Esq., Bove Langa Witherell & Soiffer, Boston

Todd E. Lutsky, Esq., Cushing & Dolan, PC, Waltham

Katelyn Versiackas, Esq., Prince Lobel Tye LLP, Boston

TOP

ALERT

MCLE will close at 4:30pm on Friday, December 20, 2024 so that our staff can celebrate the joys of the season with their loved ones and rest and recharge for the new year. We will reopen on Thursday, January 2, 2025 at 8:30am. We wish you a happy holiday season and a bright 2025!!

The Art & Science of Stacking Trusts

Learn about the types and combination of trusts to meet your clients’ goals

The Art & Science of Stacking Trusts

Learn about the types and combination of trusts to meet your clients’ goals

Your Selection:

Product Description

Agenda & Materials

Welcome and Introduction

The Use of Revocable and Irrevocable Trusts to Minimize Estate Taxes

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

Break

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

Stacking a Purpose Trust on Top of an Asset Protection Trust

Chair

Faculty