MBA On Demand

Funding Trusts with Retirement Assets

Tax-sheltered retirement assets make up a large part of many estates. These assets can be transferred to trusts, but there are complex tax pitfalls if the trust is not drafted and administered properly. Estate planners must understand the tax issues so they can draft the trust properly. Attendees will learn how to draft and administer trusts, to avoid catastrophic tax problems. Specific topics include:

  • The circumstances in which tax deferral can be lost, protected and/or extended
  • Good drafting techniques
  • How retirement assets should be properly administered under the trust

Attend this seminar and improve and expand your practice and have more confidence in advising clients.


John G. Dugan, Esq., moderator
Doherty, Ciechanowski, Dugan & Cannon PC, Franklin

Jay M. Pabian, Esq.
Pabian Russell, LLC, Boston

James C. Welch, CFA, CAIA, CFP, CIMA
U.S. Trust, Boston

Sponsoring Sections:

Probate Law Section

The Sole Practitioner and Small Firm Section

Young Lawyers Division

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration. Click here for information on how to access your purchased On Demand programs.

If you have questions regarding On Demand products or how to use the software, contact Senior Programs Manager Marc A. D'Antonio, Esq. at (617) 338-0646 or [email mdantonio].

Click here to view an MBA On Demand Orientation Video.

On Demand On Demand
Presentation Date: June 26, 2014
Runtime: 3:00.00
NOTE: This is an On Demand product.
With registration for this product you can conveniently watch an archived MBA program from the comfort of your home or office, at a time that suits your schedule. When you register, you will receive a permanent link to the program in addition to the program's ePublication. Your My Resources profile will also contain permanent links to both products if you wish you review the program's archived presentation. The archived version of this program will not be available until after the date of the on-site program.

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration.
With registration you will receive the following resource package: Permanent links to program's e-publication and On Demand presentation are located in your My Resources profile.
The MBA only offers Certificates of Attendance to individuals who attend education programs in person. Certificates are not available for participation in recorded On Demand and Real-time Webcasts.
MBA Paralegals$0.00
MBA Law Student$0.00
MBA New Admittee$0.00
MBA Member$0.00

Related Products

©2017 Massachusetts Bar Association