Product Description

This new program explores examples of common issues encountered in blended families, related case law, and estate planning practice tips and strategies to avoid or mitigate the issues. Take a deep dive with the expert panelists and improve your skill set.

Agenda & Materials

• 3:00 - 3:05 pm

  Welcome and Introduction

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  Lisa M. Cukier, Esq., Rubin Rudman LLP , Boston
  
• 3:05 - 3:25 pm

  Estate Planning Issues That Give Rise to Fiduciary Litigation in Blended Families

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  • Undue Influence in blended families
  • Trusts with life estate for the surviving spouse, with remainder to children from prior marriage
  • QTIP Trusts with surviving second spouse and remaindermen from prior marriage
  • Accounting tensions: Schwalm v. Schwalm
  • Estate tax apportionment tensions

  Jennifer L. Laucirica, Esq., Rubin Rudman LLP , Boston
  
• 3:25 - 3:45 pm

  Basics of Estate Planning with Blended Families

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  • Intestacy
  • Spousal Elective Share & Spousal Election
  • Forfeiture Clauses
  • Exclusionary Language in Instruments

  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 3:45 - 4:05 pm

  Estate Administration Issues in Blended Families

  • Controversies in estate administration where there is no Will
  • Controversies where there are no burial instructions
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  • Spousal elective share issues: Ciani v. McGrath
  • Estate administration and divorce

  Jennifer L. Laucirica, Esq., Rubin Rudman LLP , Boston
  
• 4:05 - 4:25 pm

  Estate Planning Practice Notes

  • Prenuptial Agreements which set out to predetermine surviving spouse estate rights and interests on death of the first to die
  • MUPC laws regarding non-updated beneficiary designations
  • Accounting: is there a duty to account to remainder beneficiaries under Schwalm v Schwalm

  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 4:25 - 4:45 pm

  Just When You Thought the Coast Was Clear: Emerging Patterns of Thorny Estate Planning and Fiduciary Litigation Issues with the Increasing Number of Blended Families

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  • DPOA and Conservatorship power as a game changer that can up-end estate rights and interests at the very end
  • Barbetti v. Stempniewicz

  Lisa M. Cukier, Esq., Rubin Rudman LLP , Boston
  
• 4:45 - 5:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

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  Panel
  

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.

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