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Family Trusts & Life Insurance in a Divorce

Consideration of trust interests in determining support and property division, and the use of life insurance both inside and outside of trust to provide appropriate security post-divorce

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  • Product Number: 2250279WAU
  • Publication Date: 6/5/2025
  • Length: 2 hours CLE Credit Note
  • Copyright: © 2025 MCLE, Inc.
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    To what extent is a trust vulnerable to or immune from attack in divorce? Trusts present unique challenges when dividing marital assets in a divorce and may also be a factor in determining support. Some trusts are considered marital property subject to division, while others are protected from division but may still impact the court’s overall financial analysis. The case law on this topic is continuously evolving and the past few years have seen a cascade of decisions from appellate courts. Trusts are so commonplace and yet often quite sophisticated and nuanced. When handling a divorce, it is critical to read the trust, understand its terms, and understand the law as it pertains to the ability to attack a trust and how to defend against such an attack.

    Life insurance often becomes a factor in divorce, both with respect to existing policies held within or outside of trusts and with respect to new policies that may be required to provide security for ongoing financial obligations. Careful and creative planning can often inure to both parties’ benefit.

    Our panel of family law and trust litigation experts discuss best practices when representing divorcing parties who have an interest in or seek to claim an interest in a spouse’s trust. The panel reviews trust terms, landmark decisions, and strategies on both sides of trust- and insurance-related claims in divorce. 

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    Agenda & Materials

    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.

  • Faculty

    Cochairs

    Lisa M. Cukier, Esq., Rubin Rudman LLP, Boston
    Jared D. Spinelli, Esq., Rubin Rudman LLP, Boston

    Faculty

    Hon. Katherine A. Field, Bristol Probate and Family Court, Commonwealth of Massachusetts, Taunton
    Mary H. Schmidt, Esq., Verrill Dana LLP, Boston
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