In estate planning, some of the most complex assets to deal with are family property and businesses. Clients with these assets often have specific, detailed, and complex wishes with respect to the future of such assets after they have passed. This seminar analyzes the key considerations when handling such assets in the estate planning process and explains how implementing trusts of various forms can be helpful, or even necessary, to meet a client’s goals.
Course Content
9:00 - 9:10 amWelcome and Introduction
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
John W. Donahue, Esq.,
Wilchins Cosentino & Novins LLP, Wellesley Hills
9:10 - 9:40 am
Deploying Trusts in Business Succession & Protecting Family Vacation Homes: Issues in Lifetime Gifting of Property and Business Interests
John W. Donahue, Esq.,
Wilchins Cosentino & Novins LLP, Wellesley Hills
9:40 - 10:20 am
Deploying Trusts in Business Succession & Protecting Family Vacation Homes: Disposition of Interests at Death - Dealing with the Details
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
10:20 - 10:35 am
Break
10:35 - 11:20 am
Deploying Trusts in Business Succession & Protecting Family Vacation Homes: Typical Structures and Provisions Implemented
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
11:20 - 11:50 am
Disputes That Arise with Trust Ownership of Family Property and Businesses
John W. Donahue, Esq.,
Wilchins Cosentino & Novins LLP, Wellesley Hills
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
ChairLuke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Faculty
John W. Donahue, Esq.,
Wilchins Cosentino & Novins LLP, Wellesley Hills
