This program provides an overview of Massachusetts statutes governing fiduciaryobligations for providing notice to beneficiaries, co-trustees, government agencies, and other interested parties. The faculty discuss standard approaches to incorporatingnotice provisions into a trust instrument and when (and how) to consider draftingaround or changing certain notice requirements otherwise mandated by Massachusettslaw. Learn about best practices for professional trustees, particularly corporatetrustees, for providing notice when administering a trust beyond what is mandated bylaw. Lastly, the faculty review notice requirements in special circumstances, includingdistinctions between Massachusetts law and the laws of popular asset protectionjurisdictions like New Hampshire and Delaware, as well as in special cases, such asspecial needs trusts and trusts designed for elder law asset protection purposes.Rules and best practices for drafters and fiduciaries
Course Content
9:30 - 9:55 amNotice Requirements in the Massachusetts Uniform Probate Code (MUPC) and Massachusetts Uniform Trust Code (MUTC)
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
9:55 - 10:25 am
Incorporating Notice Provisions in Drafting
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
10:25 - 10:30 am
'Ask the Expert' Q&A Session
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
10:30 - 10:55 am
Notice Best Practices in Trust Administration and Considerations for Corporate Trustees
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
10:55 - 11:25 am
Notice Requirements in Special Situations
Special notice rules and regulations in popular asset protection jurisdictions, with a focus on New Hampshire and DelawareSpecial needs trusts and elder law considerations
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
11:25 - 11:30 am
'Ask the Expert' Q&A Session
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
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.
Speaker(s)
FacultyAimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
