A practical discussion setting forth strategies to attack the ancestral trusts and include the trust assets and/or income in the marital estate and to defend the ancestral trusts and exclude the trust assets and/or income in the marital estate. What matters and what doesn't? The faculty discuss the considerable-and growing-case law governing third-party spendthrift trusts in the context of marital assets subject to equitable distribution, the nuances that must be considered when the trusts hold the family business assets (operating company, limited partnership, LLC) as well as the practical aspects of the Vaughn Affidavit. This program is a must-attend for both estate planners and family lawyers!
Course Content
10:00 am - 10:05 am
10:05 am - 10:13 am
10:13 am - 10:30 am
10:30 am - 10:38 am
10:38 am - 10:44 am
10:44 am - 10:50 am
10:55 am - 11:00 am
Please Note
Speakers
FacultyPatricia M. Annino, Esq.,
Rimon, PC, Boston