Trusts: Briefings & eBooks Bundle

4 webcast programs + 3 value-added eBooks = core fluency

  • Product Number: 2240199RB2
  • CLE Credits, earn up to:
    9 substantive credits, 0 ethics credits CLE Credit Note
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Includes downloadable supporting materials. $245.00; Members $220.50; New Lawyers $122.50 Free for OnlinePass subscribers.
  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    Do you or your clients have questions about trusts? This curated bundle of 9 hours of fast-paced webcast programming paired with MCLE’s comprehensive e-publications, Understanding and Using Trusts, Drafting Wills and Trusts in Massachusetts, and Drafting Irrevocable Trusts in Massachusetts, gives you a solid foundation in trust law. Set your own schedule, expand your skill set, and advance your practice with confidence.

    Webcast Briefings

    Understanding & Using Trusts: MCLE BasicsPlus!®:

    – Basic Estate Planning: Probate v. non-probate property; Intervivos v. testamentary; Family issues, dispositive and non-tax aspects; Transfer tax v. income tax issues

    – Transfer Taxes: Gift tax, estate tax, and GST tax

    – Introduction to Trusts: What is a trust? Choice of trustee; Funded v. unfunded

    revocable trusts; Fiduciary responsibility and liability; Ethical issues

    – Marital Deduction Planning and Funding Trusts: Requirements for marital deduction; Administering a marital trust

    – Distributions from Trusts: Settlor’s intent; Determining beneficiaries; Mandatory v. discretionary

    – Charitable Trusts: Intervivos v. testamentary; Income and estate tax advantages; Splitting trusts at death

    – Alphabet Soup of Other Trusts: Brief description of GRATs, LATs, and IDGTs; Income and estate tax advantages and disadvantages

    – Medicaid Planning and Elder Law Issue Spotting

    How to Make Directed Trusts Work: Types of directed trusts in Massachusetts (review and discussion of G.L. c. 203E, § 808); New Hampshire (review and compare RSA § 564-B:7-711); Picking the right law for your directed trust and evaluating whether you can draft for RSA § 564-B:7-711 without being a New Hampshire trust

    When & How to Use Nominee Trusts in Estate Planning: What are nominee trusts? Why and how are nominee trusts utilized? Drafting nominee trusts; Title requirements for real estate transfers to a nominee trust; Trustee certificates; Traps for the unwary

    How to Terminate a Trust: Non-judicial options for terminating a trust;Petition to revoke non-charitable trust (G.L. c. 203E, § 411); Unanticipated circumstances (G.L. c. 203E, § 412); Uneconomic trust (G.L c. 203E, § 414); Reformation to correct mistakes (G.L. c. 203E, § 415); Petition to terminate; Protecting the trustee from future liability

    Unparalleled Expertise—Speakers & Authors

    • Top-notch Guidance—from the Best in the Practice

    • Practical Insight You Can Trust

  • Agenda

    Agenda & Materials

    Special Program Materials:

    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


    Caroline Brooks, Esq., John Hancock, Boston
    Sean T. Donovan, Esq., The Northern Trust Company, Boston
    Annette K. Eaton, Esq., The Northern Trust Company, Boston
    Jennifer F. Galvagna, Esq., Bank of America, Private Bank, Boston
    Richard B. James, Esq., Bank Of America, Boston
    Laurel M. Millette, Esq., Transitions Law LLC, Concord
    Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
    T. Michael Sullivan, Esq., Robinson, Boesch, Sennott & Daly P.A., Portsmouth
  • Pricing


    • $220.50 - MCLE Sponsor Member
    • $122.50 - New Lawyer
    • $122.50 - Pending Admittee
    • $122.50 - Law Student
    • $122.50 - Paralegal
    • $245.00 - All Others
    To apply for a need-based scholarship for this program, email

    Available FREE with an MCLE OnlinePass® subscription.