Every estate planner knows that trusts are an essential and widely-used estate planning tool, but perfecting trusts demands an in-depth understanding of trusts to serve clients effectively. Jurisdiction shopping to best preserve assets; asset protection from creditors; and finally, the ability to recognize and fix a client’s broken trust are all essential tools for the estate planner’s toolbox.
In Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust, the faculty experts guide you step-by-step through what you need to know to ensure your trusts are as effective as they can be. They analyze the latest updates and provide valuable advice on key, cutting edge issues. You leave with a better understanding of how to achieve your clients’ goals.
In Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust, the faculty experts guide you step-by-step through what you need to know to ensure your trusts are as effective as they can be. They analyze the latest updates and provide valuable advice on key, cutting edge issues. You leave with a better understanding of how to achieve your clients’ goals.
Course Content
9:30 am - 9:35 amWelcome and Introduction
9:35 am - 10:20 am
Jurisdiction Shopping
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
10:20 am - 11:10 am
Asset Protection - Creditor and Divorce
Robert P. Ford, Esq.,
Law Office of Robert P. Ford, North Andover
11:10 am - 11:55 am
Decanting
Joblin C. Younger, Esq.,
Law Office of Joblin C. Younger, PC, Beverly
11:55 am - 12:40 pm
Lunch (on your own)
12:40 pm - 1:30 pm
Non-Judicial Settlement Agreements
Tracy A. Craig, Esq.,
Seder & Chandler, Worcester
1:30 pm - 2:15 pm
Asset Protection - Medicaid
Lisa M. Neeley, Esq.,
Rubin and Rudman LLP, Boston
2:15 - 2:30 pm
'Ask the Experts' Q&A Session
Panel
Please Note
This webcast is 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.
Speakers
ChairLisa M. Neeley, Esq.,
Rubin and Rudman LLP, Boston
Faculty
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Tracy A. Craig, Esq.,
Seder & Chandler, Worcester
Robert P. Ford, Esq.,
Law Office of Robert P. Ford, North Andover
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Joblin C. Younger, Esq.,
Law Office of Joblin C. Younger, PC, Beverly
