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.
Experts 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.
Experts 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.
Course Content
9:30 - 9:32 am
9:32 - 10:05 am
10:05 - 10:48 am
10:48 - 11:05 am
11:05 - 11:39 am
11:39 - 12:11 pm
12:11 - 1:11 pm
1:11 - 2:08 pm
2:08 - 2:45 pm
2:45 - 3:00 pm
3:00 - 3:36 pm
3:36 - 4:00 pm
Day Pitney LLP, Boston
4:00 - 4:32 pm
Please Note
Speakers
ChairJennifer F. Galvagna, Esq.,
Bank of America, Private Bank, Boston
Faculty
Caroline Brooks, Esq.,
John Hancock, Boston
Sean T. Donovan, Esq.,
The Northern Trust Company, Boston
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
Richard B. James, Esq.,
Bank Of America, Boston
Renat V. Lumpau, Esq.,
Choate Hall & Stewart LLP, Boston
David S. Raymon, Esq.,
Day Pitney LLP, Boston
