Understanding & Using Trusts
A thorough grounding in every aspect of the trust process
- Product Number: 2160033P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
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 new Massachusetts legislative developments may affect both trustees and beneficial interest holders.
In
Understanding & Using Trusts, a panel of experts guides 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 insider 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. -
Agenda
Agenda & Materials
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2:00 – 2:05 p.m.
Welcome and Introduction
Jennifer F. Galvagna, Esq., Bank of America, Private Bank , Boston
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2:05 – 2:35 p.m.
Trustee Powers & Duties
on demand video Add to CartPower to inform and account – MUTC; Duty of Impartiality; Power to Adjust – UPIA; Power to Divide and Separate Trusts; Power to Grant GPOA; Power to Decant -
2:35 – 3:05 p.m.
Power to Invest
on demand video Add to CartPrudent Investor Act; Concentrated holdings – recent case law; Special Assets – real estate/closely held stock -
3:05 – 3:35 p.m.
Distribution Issues
on demand video Add to CartMandatory; Discretionary Trusts – standards – Divorce and Martial Property; Pot Trusts; Consider other resourcesJennifer F. Galvagna, Esq., Bank of America, Private Bank , Boston
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3:35 – 3:45 p.m.
Networking and Refreshment Break
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3:45 – 4:15 p.m.
Trust Funding
on demand video Add to CartMartial Trusts; Generation Skipping TrustsJennifer S. Ewing, Esq., Ropes & Gray LLP , Boston
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4:15 – 4:45 p.m.
Charitable Trusts
on demand video Add to CartChristopher D. Perry, Esq., The Northern Trust Company , Boston
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. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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