Product Description

The interplay between inheritance, trusts, and divorce raises a series of issues every estate planning and family law attorney must be prepared to address. What steps should estate planning attorneys take to protect assets prior to or in anticipation of divorce? What is the procedure for courts to value a trust interest for purposes of equitable distribution and/or support payments? What are the recent legal decisions that influence practices related to inheritance, trusts interests, or divorce? Attend this online program to hear expert faculty answer these questions and others that arise when these topics collide. 

Agenda & Materials

• 2:00 - 2:05 pm

  Welcome and Introduction

  Jillian B. Hirsch, Esq., Hirsch Law LLC , Newton
  
• 2:05 - 2:30 pm

  Trust Nuts and Bolts

  Hon. George F. Phelan, Probate and Family Court, Commonwealth of Massachusetts , Boston
  
• 2:30 - 2:55 pm

  Decanting Basics

  Amiel Z. Weinstock, Esq., AZW Law, PC , Brookline
  
• 2:55 - 3:25 pm

  Inheritance and Expectancy Interests

  Jonathan E. Fields, Esq., Fields and Dennis LLP , Wellesley
  
• 3:25 - 3:40 pm

  Break
• 3:40 - 4:00 pm

  Trust Interests and Marital Property

  Jillian B. Hirsch, Esq., Hirsch Law LLC , Newton
  
• 4:00 - 4:20 pm

  Trustee Administration and Practical Considerations

  Amiel Z. Weinstock, Esq., AZW Law, PC , Brookline
  
• 4:20 - 4:50 pm

  View from the Bench

  Hon. George F. Phelan, Probate and Family Court, Commonwealth of Massachusetts , Boston
  
• 4:50 - 5:00 pm

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

  Panel
  

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.

Cochairs

Faculty