CLE Program

Irrevocable Trusts: An In-Depth Review


Date: Wednesday, June 13, 2018
Time: 4:00 p.m. - 7:00 p.m.
Runtime: 3:00h

Program Code:


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This is a follow-up to Estate Planning 101 Series: Trust Basics. 

The program will provide a more in-depth study of various types of irrevocable trusts, including:

  • Life insurance trusts
  • Grantor trusts
  • Minor’s 2503(c) trusts
  • Crummey trusts
  • Dynasty trusts
  • Spousal lifetime access trusts (SLATs) 

Our expert faculty will discuss the tax and non-tax advantages, common provisions often used, and other considerations and options for trust design and flexibility, including trustee selection, choice of law and situs, powers of appointment and decanting clauses, and grantor and non-grantor trust powers. If time permits, panelists may also provide an overview of lifetime QTIPs, Grantor Retained Annuity Trusts (GRATs) and various charitable trusts (CLTs and CRTs).


Lisa M. Rico, Esq., Program Chair
Rico, Murphy, Diamond & Bean LLP, Natick
Jennifer Z. Flanagan, Esq., Panelist
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Judith A. Saxe, Esq., Panelist
CIBC Private Wealth Management, Boston

Sponsoring Sections:

Probate Law Section
Taxation Section

NOTE: This is a previously recorded MBA On Demand product.
When you register, you will receive a link via email to the previously recorded MBA On Demand program and its ePublication. Your member profile will also contain a permanent link to the MBA On Demand version of the program.

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