Product Description

It is quite common for spouses to do estate planning together, especially in first marriages. Often their revocable estate planning trusts are mirror images of each other because the spouses want to provide for their children in the same way. Once both parents die, the children are often left with multiple trusts that can be onerous to administer. Wouldn’t it be easier if the trusts could be collapsed into a single trust? What if instead of managing two or more trusts for each beneficiary, there is only one?

In this presentation we discuss the issues and considerations that planners need to identify and consider when presented with mirroring spousal trusts.

Agenda & Materials

• 9:00 - 9:20 am

  Considerations for Merger of Spousal Trusts When Both Are Deceased

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  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  
• 9:20 - 9:30 am

  Merger by Trust Terms of Spousal Trusts When Both Are Deceased

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  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 9:30 - 9:35 am

  Merging Mirroring Spousal Trusts When Both Are Deceased: NJSA

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  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  
• 9:35 - 10:00 am

  How to Merge Trust

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  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 10:00 - 10:15 am

  Merging Mirroring Spousal Trusts When Both Are Deceased: Case Study 1

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  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  
• 10:15 - 10:45 am

  Merging Mirroring Spousal Trusts When Both Are Deceased: Case Study 2

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  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 10:45 - 11:00 am

  "Ask the Experts" Q&A Session and Key Takeaways

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  Panel
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty