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.
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.
Course Content
9:30 - 9:35 am - Welcome and IntroductionJennifer Z. Flanagan, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
9:35 - 10:05 am - Basic Estate Planning; Probate; Family Issues
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
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
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
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
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
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
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
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
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
Kristin N.G. Dzialo, Esq.,
Rubin and Rudman LLP, Boston
4:20 - 4:30 pm - 'Ask the Experts' Q&A Session and Key Takeaways
Speaker(s)
ChairJennifer Z. Flanagan, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Faculty
Christine Boutin, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Sean T. Donovan, Esq.,
The Northern Trust Company, Boston
Kristin N.G. Dzialo, Esq.,
Rubin and Rudman LLP, Boston
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
Elizabeth V. Newton, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Molly R. Soiffer, Esq.,
Bove Langa Witherell & Soiffer P.C., Boston
Rachel M. Wassel, Esq.,
Ruberto, Israel & Weiner, PC, Boston
