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Inheritance, Trusts & Divorce

  • Training

  • 3 Hours
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5866372
The interplay between inheritance, trusts, and divorce raises a series of issues every estate planning and family law attorney must be prepared to address. What steps should estate planning attorneys take to protect assets prior to or in anticipation of divorce? What is the procedure for courts to value a trust interest for purposes of equitable distribution and/or support payments? What are the recent legal decisions that influence practices related to inheritance, trusts interests, or divorce? Attend this online program to hear expert faculty answer these questions and others that arise when these topics collide.

Course Content

2:00 - 2:05 pm
Welcome and Introduction
Jillian B. Hirsch, Esq.,
Hirsch Law LLC, Newton
2:05 - 2:35 pm
Trust Nuts and Bolts
Hon. George F. Phelan,
Probate and Family Court, Commonwealth of Massachusetts, Boston
2:35 - 3:05 pm
Decanting Basics
Amiel Z. Weinstock, Esq.,
AZW Law, PC, Brookline
3:05 - 3:35 pm
Inheritance and Expectancy Interests
Jonathan E. Fields, Esq.,
Fields and Dennis LLP, Wellesley
3:35 - 3:50 pm
Break
3:50 - 4:10 pm
Trust Interests and Marital Property
Jillian B. Hirsch, Esq.,
Hirsch Law LLC, Newton
4:10 - 4:30 pm
Inheritance, Trusts & Divorce: Trustee Administration and Practical Considerations
Amiel Z. Weinstock, Esq.,
AZW Law, PC, Brookline
4:30 - 4:50 pm
Inheritance, Trusts & Divorce: View from the Bench
Hon. George F. Phelan,
Probate and Family Court, Commonwealth of Massachusetts, Boston
4:50 - 5:00 pm
'Ask the Experts' Q&A Session and Key Takeaways
Panel
Please Note
This webcast is 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.

Speakers

Cochairs
Jillian B. Hirsch, Esq.,
Hirsch Law LLC, Newton
Amiel Z. Weinstock, Esq.,
AZW Law, PC, Brookline

Faculty
Jonathan E. Fields, Esq.,
Fields and Dennis LLP, Wellesley
Hon. George F. Phelan,
Probate and Family Court, Commonwealth of Massachusetts, Boston