CLE Programs

How to Draft a Trust that Works

Trust and special needs trust language is under attack by federal and state agencies. Estate planning attorneys often draft a trust from a viewpoint of a particular goal such as probate avoidance. Learn from our experienced faculty the dangers of this approach as well as how to draft trusts which will withstand a high level of scrutiny. Specific topics include:

  • How the Social Security Administration has resurrected archaic legal terms like the "Doctrine of Worthier Title: to classify your carefully drafted irrevocable special needs trust;
  • Massachusetts has eliminated DWT, but what if your client moves to a different state which has yet to eliminate this concept?; and 
  •  Best drafting practices from the outlook of Medicare, Medicaid, tax planning, trust litigation and trust reformation.

Can't make it to Boston? The MBA will provide a live program simulcast at Western New England University School of Law, 1215 Wilbraham Road, Springfield.

Faculty:

Albert Gordon, Esq., program chair
Albert Gordon, Esq., Springfield

Lucy J. Budman, Esq.
Curley Law Firm, Wakefield

Michael R. Christy, Esq.
Mirick, O'Connell, DeMaiile & Lougee, LLP, Worcester

Maureen E. Curran, Esq.
Law Office of Maureen Curran, Boston

Robert H. Ryan, Esq.
Estate Planning and Protection Law, P.C., Shrewsbury

Ken W. Shulman, Esq.
Day Pitney, Boston

Sponsoring Sections:

Probate Law Section

Seminar with On Demand On Demand
Date:Thursday, November 15, 2012
Time:12:00 PM - 4:00 PM
Location:Massachusetts Bar Association
Conference Room 101
20 West St
Boston, MA, 02111
CODE: PLC13
NOTE: This is an On Demand product.
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Registration
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Non-member$160.00

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Related Products

On Demand: How to Draft a Trust that Works
ePublication: How to Draft a Trust that Works
Publication: How to Draft a Trust that Works
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