Product Description

To what extent is a trust vulnerable to or immune from attack in divorce? Trusts present unique challenges when dividing marital assets in a divorce and may also be a factor in determining support. Some trusts are considered marital property subject to division, while others are protected from division but may still impact the court’s overall financial analysis. The case law on this topic is continuously evolving and the past few years have seen a cascade of decisions from appellate courts. Trusts are so commonplace and yet often quite sophisticated and nuanced. When handling a divorce, it is critical to read the trust, understand its terms, and understand the law as it pertains to the ability to attack a trust and how to defend against such an attack.

Life insurance often becomes a factor in divorce, both with respect to existing policies held within or outside of trusts and with respect to new policies that may be required to provide security for ongoing financial obligations. Careful and creative planning can often inure to both parties’ benefit.

Our panel of family law and trust litigation experts discuss best practices when representing divorcing parties who have an interest in or seek to claim an interest in a spouse’s trust. The panel reviews trust terms, landmark decisions, and strategies on both sides of trust- and insurance-related claims in divorce. 

Agenda & Materials

• 3:00pm - 3:05pm

  Welcome and Introduction

  on demand video Add to Cart

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

  Issues Where Inheritance and Trust Matters and Life Insurance Come Into Play in Divorce

  on demand video Add to Cart

  Jared D. Spinelli, Esq., Rubin Rudman LLP , Boston
  
• 3:25pm - 3:45pm

  Trust Vocabulary and Trust Types

  on demand video Add to Cart

  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  
• 3:45pm - 4:15pm

  Family Trusts & Life Insurance in a Divorce: Retrospective Review of Leading Case Decisions

  on demand video Add to Cart

  Lisa M. Cukier, Esq., Rubin Rudman LLP , Boston
  
• 4:15pm - 4:35pm

  Prenups and Postnups and Equitable Division of Trusts and Inheritance

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  Jared D. Spinelli, Esq., Rubin Rudman LLP , Boston
  Hon. Katherine A. Field, Bristol Probate and Family Court, Commonwealth of Massachusetts , Taunton
  
• 4:35pm - 4:55pm

  Family Trusts & Life Insurance in a Divorce: Analysis; Vulnerabilities; Trends; Opportunities

  on demand video Add to Cart

  Mary H. Schmidt, Esq., Verrill Dana LLP , Boston
  Hon. Katherine A. Field, Bristol Probate and Family Court, Commonwealth of Massachusetts , Taunton
  
• 4:55pm - 5:00pm

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

  Lisa M. Cukier, Esq., Rubin Rudman LLP , 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.

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