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Strategies for Fixing Dysfunctional Trusts

Reasons, methods and drafting tips for modifying irrevocable trusts

  • Product Number: 2240194RB1
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    Irrevocable trusts are a common estate planning tool for transferring wealth to future generations while reducing transfer taxes. In exchange, the grantor of an irrevocable trust must give up the ability to amend or revoke the trust. However, despite their name, irrevocable trusts can still be modified in many ways, particularly when they are no longer working as effectively as they should. This panel discusses potential reasons to modify a trust, such as fixing a scrivener’s error or ambiguity, reflecting changes in the law, or addressing unforeseen beneficiary circumstances. The speakers also review the multitude of judicial and non-judicial methods for modifying an irrevocable trust’s terms or altering important aspects of the trust’s administration, as well as drafting considerations to head off potential issues in advance.

  • Agenda
    Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
    Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  • 9:45 am - 10:25 am

    The Advocate’s Perspective: Practical Advice from the Current and First State Solicitors

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  • 12:45 - 1:45 pm
  • 10:25 am - 10:55 am

    Evolving Perspective: Insights on the Supreme Judicial Court Docket from the Former Chief Staff Counsel

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  • 10:25 am - 10:55 am

    Evolving Perspective: Insights on the Supreme Judicial Court Docket from the Former Chief Staff Counsel

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  • 10:55 am - 11:05 am

    Break

  • 11:05 am - 11:15 am

    50 Years of Perspective: Remarks from Appeals Court C.J. Green on the Court’s 50th Anniversary of the Appeals Court

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  • 11:15 am - 12:30 pm

    Fresh Perspective: Getting to Know the Newest Members of the Appeals Court and First Circuit

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  • 12:30 pm - 1:15 pm

    Lunch (provided by MCLE)

  • 1:15 pm - 1:55 pm

    Comparative Perspective: Insights from the Sitting Judges Who Have Served on Both State Appellate Courts

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  • 1:55 pm - 2:40 pm

    Change in Perspective: An Overview of Recent Appellate Rule Changes

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  • 2:40 pm - 2:50 pm

    Break

  • 2:50 pm - 3:30 pm

    Inside Perspective: Catching Up with the Clerks

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