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United States Family Trusts in a Divorce (Recorded)

  • Training

  • 2 Hours
  • Region: United States
  • May 23, 2023
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5864060
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 has been 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.

Our panel of family law and trust litigation experts discuss best practices to represent 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-related claims in divorce.

Course Content

3:00pm - 3:05pm: Welcome and Introduction
Lisa M. Cukier, Esq., Burns & Levinson LLP Boston
3:05pm - 3:15pm: Issues Where Inheritance and Trust Matters Come into Play in Divorce
Tiffany M. Bentley, Esq., Day Pitney LLP Boston
Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts
3:15pm - 3:20pm: Family Trusts in a Divorce: Trust Vocabulary
Tiffany M. Bentley, Esq., Day Pitney LLP Boston
3:20pm - 3:40pm: Family Trusts in a Divorce: Retrospective Review of Leading Case Law Pre-Pfannenstiehl
Lisa M. Cukier, Esq., Burns & Levinson LLP Boston
Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts
3:40pm - 4:00pm: Family Trusts in a Divorce: Update and Review of Newer Case Law-Pfannenstiehl and Post-Pfannenstiehl
Tiffany M. Bentley, Esq., Day Pitney LLP Boston
Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts
4:00pm - 4:20pm: Family Trusts in a Divorce: Special Litigation Issues
Lisa M. Cukier, Esq., Burns & Levinson LLP Boston
Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts
4:20pm - 4:35pm: Family Trusts in a Divorce: Evidence Needed for the Court’s Decision on Trust Issues
Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts
4:35pm - 4:45pm: Family Trusts in a Divorce: Prenups & Postnups & Divorce Process
Tiffany M. Bentley, Esq., Day Pitney LLP Boston
Hon. Thomas J. Barbar, Probate and Family Court, Commonwealth of Massachusetts
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts
4:55pm - 5:00pm: Family Trusts in a Divorce: "Ask the Experts" Q&A Session and Key Takeaways

Speaker

Tiffany M. Bentley, Esq., Day Pitney LLP, Boston