Product Description

A practical discussion setting forth strategies to attack the ancestral trusts and include the trust assets and/or income in the marital estate and to defend the ancestral trusts and exclude the trust assets and/or income in the marital estate. What matters and what doesn't? The faculty discuss the considerable—and growing—case law governing third-party spendthrift trusts in the context of marital assets subject to equitable distribution, the nuances that must be considered when the trusts hold the family business assets (operating company, limited partnership, LLC) as well as the practical aspects of the Vaughn Affidavit. This program is a must-attend for both estate planners and family lawyers!

Agenda & Materials

• 10:00 am - 10:05 am

  Introduction to Third-Party Spendthrift Trusts

  Patricia M. Annino, Esq., Rimon, PC , Boston
  
• 10:05 am - 10:13 am

  The Marital Estate

  Patricia M. Annino, Esq., Rimon, PC , Boston
  
• 10:13 am - 10:30 am

  The Organization of the Trust

  Patricia M. Annino, Esq., Rimon, PC , Boston
  
• 10:30 am - 10:38 am

  Operational Components of A Trust

  Patricia M. Annino, Esq., Rimon, PC , Boston
  
• 10:38 am - 10:44 am

  Caselaw: Phannenstiehl and Levitan v. Rosen

  Patricia M. Annino, Esq., Rimon, PC , Boston
  
• 10:44 am - 10:50 am

  The New Frontier: Decanting and Divorce

  Patricia M. Annino, Esq., Rimon, PC , Boston
  
• 10:55 am - 11:00 am

  Q&A

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.

Faculty