Product Description

Every estate planner knows that trusts are an essential and widely used estate planning tool, but not all estate planners have the in-depth understanding of trusts they really need in order to serve their clients effectively. A thorough understanding of trust formation and administration is critical across many areas of specialization, including tax, real estate, finance, litigation, elder law, and nonprofit law. It is equally important when advising clients to understand the technical rules governing trusts and how Massachusetts statutes and common law may affect both trustees and beneficial interest holders.

The expert faculty guide you step-by-step through the life of a trust, from beginning the trust to ongoing administration to wrapping up. They analyze the latest updates and provide valuable advice on key, cutting-edge issues. You leave with a thorough overview of how trusts work and how to use them to achieve your clients’ goals. 

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction

  on demand video Add to Cart

  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 9:35 - 10:05 am

  Basic Estate Planning; Probate; Family Issues

  on demand video Add to Cart

  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  Christine Boutin, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 10:05 - 10:45 am

  Introduction to Trusts

  on demand video Add to Cart

  Elizabeth V. Newton, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 10:45 - 11:00 am

  Break
• 11:00 - 11:30 am

  Transfer Taxes

  on demand video Add to Cart

  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  Rachel M. Wassel, Esq., Ruberto, Israel & Weiner, PC , Boston
  
• 11:30 - 12:00 pm

  Marital Deduction Planning

  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
  
• 12:00 - 1:00 pm

  Lunch (on your own)
• 1:00 - 1:30 pm

  More Basics About Trusts: Trust Splitting and Funding

  on demand video Add to Cart

  Rachel M. Wassel, Esq., Ruberto, Israel & Weiner, PC , Boston
  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Sean T. Donovan, Esq., The Northern Trust Company , Boston
  
• 1:30 - 1:55 pm

  More About Trusts: Duties and Powers of Trustee

  on demand video Add to Cart

  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Sean T. Donovan, Esq., The Northern Trust Company , Boston
  
• 1:55 - 2:25 pm

  More Basics About Trusts: Distributions from Trusts

  on demand video Add to Cart

  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Sean T. Donovan, Esq., The Northern Trust Company , Boston
  
• 2:25 - 2:40 pm

  Break
• 2:40 - 3:10 pm

  Charitable Trusts

  on demand video Add to Cart

  Sean T. Donovan, Esq., The Northern Trust Company , Boston
  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Rachel M. Wassel, Esq., Ruberto, Israel & Weiner, PC , Boston
  
• 3:10 - 3:50 pm

  Medicaid Planning & Elder Law Issue Spotting

  on demand video Add to Cart

  Elizabeth V. Newton, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  Christine Boutin, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 3:50 - 4:20 pm

  The Alphabet Soup of Other Trusts

  on demand video Add to Cart

  Kristin N.G. Dzialo, Esq., Rubin and Rudman LLP , Boston
  
• 4:20 - 4:30 pm

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

  on demand video Add to Cart

  Panel
  

Chair

Faculty