Jennifer Flanagan, Christine Boutin and Elizabeth Newton to present at a MCLE Live Webcast on September 26
08/13/2024Jennifer Flanagan along with Christine Boutin and Elizabeth Newton will be presenters at a MCLE Live Webcast on September 26th, Understanding & Using Trusts - A thorough foundation in every aspect of the trust process.
Understanding & Using Trusts: MCLE BasicsPlus!®
A thorough foundation in every aspect of the trust process
Every estate planner knows that trusts are an essential and widely used estate planning tool, but not all estate planners have the in-depth understanding of trusts they really need in order to serve their clients effectively. A thorough understanding of trust formation and administration is critical across many areas of specialization, including tax, real estate, finance, litigation, elder law, and nonprofit law. It is equally important when advising clients to understand the technical rules governing trusts and how Massachusetts statutes and common law may affect both trustees and beneficial interest holders.
The expert faculty guide you step-by-step through the life of a trust, from beginning the trust to ongoing administration to wrapping up. They analyze the latest updates and provide valuable advice on key, cutting-edge issues. You leave with a thorough overview of how trusts work and how to use them to achieve your clients’ goals.
Agenda
• Basic Estate Planning; Probate; Family Issues
• Trust Overview
• Duties and Powers of a Trustee
• Transfer Taxes: Gift, Estate, GST
• Marital Deduction Planning: Requirements and Administration
• Trust Funding: Funding Intervivos Trusts and Trust Splitting at Death
• Charitable Trusts
• Advanced Strategies (GRATs, SLATs, IDGTs); Income and Estate Tax Advantages and Disadvantages
• Medicaid Planning and Elder Law Issue Spotting
• “Ask the Experts” Q&A Session
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