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 amIntroduction to Third-Party Spendthrift Trusts
Patricia M. Annino, Esq.,
Rimon, PC, Boston
10:05 am - 10:13 am
The Marital Estate
Patricia M. Annino, Esq.,
Rimon, PC, Boston
10:13 am - 10:30 am
The Organization of the Trust
Patricia M. Annino, Esq.,
Rimon, PC, Boston
10:30 am - 10:38 am
Operational Components of A Trust
Patricia M. Annino, Esq.,
Rimon, PC, Boston
10:38 am - 10:44 am
Caselaw: Phannenstiehl and Levitan v. Rosen
Patricia M. Annino, Esq.,
Rimon, PC, Boston
10:44 am - 10:50 am
The New Frontier: Decanting and Divorce
Patricia M. Annino, Esq.,
Rimon, PC, Boston
10:55 am - 11:00 am
Q&A
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
FacultyPatricia M. Annino, Esq.,
Rimon, PC, Boston
