Event

Inheritance, Trusts & Divorce: How Their Interplay Affects Your Client

June 12, 2017
12:00 PM - 05:00 PM ET

The relationship between inheritance, trusts, and divorce is a complex one with a series of issues every estate planning and family law attorney needs to address. This program examines the current law of trusts and how it impacts your clients, in the event of divorce, while also offering cutting-edge updates that clarify the essentials.

The expert faculty—including a Probate and Family Court judge who specializes in trusts—offer highly practical insights to help you advise clients with confidence. If your practice relates to inheritance, trusts interests or divorce, this program is imperative.

Agenda

  • Complicated Estate Tax Issues
  • Problems with Expectancy Interests
  • Vaughan Affidavits and the Limits of Third Party Discovery
  • Trustee Discretion and Ascertainable Standards
  • Judicial Treatment of Inherited Assets and Trusts for Property Division
  • Impact of the Generational Nature of a Trust
  • Trust Income for Support Purposes
  • “Ask the Experts” Q&A Session

Faculty

  • Jillian B. Hirsch, Day Pitney LLP, Boston, Chair
  • Jennifer T. Fleming, Prince Lobel Tye LLP, Boston
  • Amiel Weinstock, Morgan, Lewis & Bockius LLP, Boston
  • Hon. George F. Phelan, Norfolk Probate and Family Court, Commonwealth of Massachusetts

Tuition (includes written materials)

  • $245
  • $220.50 MCLE Sponsor Members
  • $183.75 New Lawyers admitted to law practice after 2014, Pending Admittees, Law Students, and Paralegals

This event is also offered as a webcast – register at www.mcle.org and reference program number 2170455WBC.

CLE credit: Please see event website for more CLE information.