The interplay between inheritance, trusts, and divorce raises a series of issues every estate planning and family law attorney must be prepared to address. What steps should estate planning attorneys take to protect assets prior to or in anticipation of divorce? What is the procedure for courts to value a trust interest for purposes of equitable distribution and/or support payments? What are the recent legal decisions that influence practices related to inheritance, trusts interests, or divorce? Attend this online program to hear expert faculty answer these questions and others that arise when these topics collide.
Course Content
2:00 - 2:05 pm- Welcome and Introduction
- Jillian B. Hirsch, Esq., Hirsch Law LLC, Newton
- Trust Nuts and Bolts
- Hon. George F. Phelan, Probate and Family Court, Commonwealth of Massachusetts, Boston
- Decanting Basics
- Amiel Z. Weinstock, Esq., AZW Law, PC, Brookline
- Inheritance and Expectancy Interests
- Jonathan E. Fields, Esq., Fields and Dennis LLP, Wellesley
- Break
- Trust Interests and Marital Property
- Jillian B. Hirsch, Esq., Hirsch Law LLC, Newton
- Inheritance, Trusts & Divorce: Trustee Administration and Practical Considerations
- Amiel Z. Weinstock, Esq., AZW Law, PC, Brookline
- Inheritance, Trusts & Divorce: View from the Bench
- Hon. George F. Phelan, Probate and Family Court, Commonwealth of Massachusetts, Boston
- Ask the Experts Q&A Session and Key Takeaways
- 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.
Speakers
Cochairs- Jillian B. Hirsch, Esq., Hirsch Law LLC, Newton
- Amiel Z. Weinstock, Esq., AZW Law, PC, Brookline
- Jonathan E. Fields, Esq., Fields and Dennis LLP, Wellesley
- Hon. George F. Phelan, Probate and Family Court, Commonwealth of Massachusetts, Boston
