In-Person Program

Inheritance, Trusts & Divorce

Examining their complex relationship

2180194P01
Monday, 1/22/2018, 9:00 am–12:00 pm
MCLE Conference Center, Ten Winter Place, Boston
3 substantive credits, 0 ethics credits
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Product Description

The interplay between inheritance, trusts, and divorce is one that raises a series of issues every estate planning and family law attorney must be prepared to address— you must plan for asset protection with these concerns in mind. The steps estate planning attorneys take to protect assets once divorce proceedings have commenced, the procedure for courts to value a trust interest for purposes of equitable distribution and/or support payments, and recent legal decisions all influence any practice related to inheritance, trusts interests or divorce. In this program, expert faculty answer these questions and others that arise when these topics collide.

9:00 am - 9:10 am
Welcome and Introduction
Jillian B. Hirsch, Esq., Hirsch Law LLC, Newton, Chair
Hon. George F. Phelan, Norfolk Probate and Family Court, Commonwealth of Massachusetts
Amiel Z. Weinstock, Esq., AZW Law, Brookline
9:10 am - 9:40 am
Trusts, Nuts & Bolts
Hon. George F. Phelan, Norfolk Probate and Family Court, Commonwealth of Massachusetts
9:40 am - 10:10 am
Pfannenstiehl v. Pfannenstiehl; How Does a Court Decide What Constitues Marital Property?
Jillian B. Hirsch, Esq., Hirsch Law LLC, Newton, Chair
10:10 am - 10:30 am
Decanting Basics (Kraft v. Feri)
Amiel Z. Weinstock, Esq., AZW Law, Brookline
10:30 am -10:45 am
Networking and Refreshment Break
10:45 am - 11:15 am
Inheritance & Expectancy Interests
Jonathan E. Fields, Esq., Fields & Dennis LLP, Wellesley Hills
11:15 am - 11:35 am
Trustee Administration & Practical Considerations
Amiel Z. Weinstock, Esq., AZW Law, Brookline
11:35 am - 11:50 am
View From the Bench
Hon. George F. Phelan, Norfolk Probate and Family Court, Commonwealth of Massachusetts
11:50 am -12:00 Noon
"Ask the Experts" Q&A Session and Key Take Aways

Table of Contents

Chair

Jillian B. Hirsch, Esq., Hirsch Law LLC, Newton

Faculty

Jonathan E. Fields, Esq., Fields & Dennis LLP, Wellesley Hills
Amiel Z. Weinstock, Esq., AZW Law, Brookline

Speaker(s)

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Printed Program Materials: Inheritance, Trusts & Divorce $35.00 $35.00 $35.00
Audio CD: Inheritance, Trusts & Divorce $95.00 $95.00 $95.00
On Demand Webcast: Inheritance, Trusts & Divorce $135.00 $121.50 $101.25
MP3 Download: Inheritance, Trusts & Divorce $135.00 $121.50 $101.25
Live Webcast: Inheritance, Trusts & Divorce $245.00 $245.00 $245.00
Recorded Webcast: Inheritance, Trusts & Divorce $245.00 $245.00 $245.00