Product Description

A non-judicial settlement agreement (NJSA) is a binding agreement between the interested parties with respect to any matter involving a trust. NJSAs can be helpful in interpreting imprecise trust terms, modifying trust terms, appointing or removing a trustee, ascertaining how to distribute trust assets, or resolving disputes between beneficiaries and trustees. Although most trusts and estate attorneys are familiar with NJSAs by now, they are still relatively new in terms of frequency and nuances. The faculty guide you through these nuances, including a discussion of the pros and cons of NJSAs.

Agenda & Materials

• 3:00pm - 3:05pm

  Welcome and Introduction
• 3:05pm - 3:20pm

  Introduction to NJSAs

  Patricia M. Shumaker, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• 3:20pm - 3:40pm

  Section 111 of the MUTC, G.L. c. 203E

  Jennifer Locke, Esq., Goodwin Procter LLP , Washington
  
• 3:40pm - 4:00pm

  Strategic Use for NJSAs

  Lisa M. Cukier, Esq., Rubin and Rudman LLP , Boston
  
• 4:00pm - 4:20pm

  Trusts and NJSAs

  Jennifer L. Laucirica, Esq., Rubin and Rudman LLP , Boston
  
• 3:20pm - 3:40pm

  Additional Examples of NJSAs

  Patricia M. Shumaker, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• 4:40pm - 4:55pm

  Drafting Issues

  Jennifer Locke, Esq., Goodwin Procter LLP , Washington
  
• 4:55pm - 5:00pm

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

  Jennifer L. Laucirica, Esq., Rubin and Rudman LLP , Boston
  

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