Product Description

Every estate planner knows that trusts are an essential and widely used estate planning tool, but not all estate planners have the in-depth understanding of trusts they really need in order to serve their clients effectively. A thorough understanding of trust formation and administration is critical across many areas of specialization, including tax, real estate, finance, litigation, elder law, and nonprofit law. It is equally important when advising clients to understand the technical rules governing trusts and how Massachusetts statutes and common law may affect both trustees and beneficial interest holders.

The expert faculty guide you step-by-step through the life of a trust, from beginning the trust to ongoing administration to wrapping up. They analyze the latest updates and provide valuable advice on key, cutting-edge issues. You leave with a thorough overview of how trusts work and how to use them to achieve your clients’ goals. 

Agenda & Materials

• 9:30am - 9:35am

  Welcome and Introduction

  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 9:35 - 10:10 am

  Basic Estate Planning; Probate; Family Issues

  Christine Boutin, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 10:10 - 10:45 am

  Introduction to Trusts

  Elizabeth V. Newton, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 10:45 - 11:00 am

  Break
• 11:00 - 11:30 am

  Transfer Taxes

  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 11:30 - 12:00 pm

  Marital Deduction Planning

  Kristin N.G. Dzialo, Esq., Rubin Rudman , Boston
  Jennifer Z. Flanagan, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 12:00 - 1:00 pm

  Lunch (on your own)
• 1:00 - 1:25 pm

  More Basics about Trusts: Trust Splitting and Funding

  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Rachel M. Wassel, Esq., Ruberto, Israel & Weiner, PC , Boston
  
• 1:25 - 1:50 pm

  More Basics about Trusts: Duties and Powers of Trustee

  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  
• 1:50 - 2:15 pm

  More Basics about Trusts: Distributions from Trusts

  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  
• 2:15 - 2:25 pm

  Break
• 2:25 - 3:00 pm

  Charitable Trusts

  Rachel M. Wassel, Esq., Ruberto, Israel & Weiner, PC , Boston
  
• 3:00 - 3:50 pm

  Medicaid Planning and Elder Law Issue Spotting

  Elizabeth V. Newton, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  Christine Boutin, Esq., Mirick, O'Connell, DeMallie & Lougee LLP , Worcester
  
• 3:50 - 4:25 pm

  The Alphabet Soup of Other Trusts

  Kristin N.G. Dzialo, Esq., Rubin Rudman , Boston
  
• 4:25 - 4:30 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.

Chair

Faculty