Every estate planner knows that trusts are an essential and widely-used estate planning tool, but perfecting trusts demands an in-depth understanding of trusts to serve clients effectively. Jurisdiction shopping to best preserve assets; asset protection from creditors; and finally, the ability to recognize and fix a client’s broken trust are all essential tools for the estate planner’s toolbox.
In Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust, the faculty experts guide you step-by-step through what you need to know to ensure your trusts are as effective as they can be. They analyze the latest updates and provide valuable advice on key, cutting edge issues. You leave with a better understanding of how to achieve your clients’ goals.
In Perfecting Trusts: Jurisdiction Shopping, Asset Protection & Fixing a Broken Trust, the faculty experts guide you step-by-step through what you need to know to ensure your trusts are as effective as they can be. They analyze the latest updates and provide valuable advice on key, cutting edge issues. You leave with a better understanding of how to achieve your clients’ goals.
Course Content
9:30 am - 9:35 am
9:35 am - 10:20 am
10:20 am - 11:10 am
11:10 am - 11:55 am
11:55 am - 12:40 pm
12:40 pm - 1:30 pm
1:30 pm - 2:15 pm
2:15 - 2:30 pm
Please Note
Speakers
ChairLisa M. Neeley, Esq.,
Rubin and Rudman LLP, Boston
Faculty
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Tracy A. Craig, Esq.,
Seder & Chandler, Worcester
Robert P. Ford, Esq.,
Law Office of Robert P. Ford, North Andover
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Joblin C. Younger, Esq.,
Law Office of Joblin C. Younger, PC, Beverly
