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How Estate Planners, Fiduciaries, & Litigators “Fix” Trusts

Oct
23
2018

Date: October 23, 2018

Time: 3:00PM

Location: Boston Bar Association - 16 Beacon Street, Boston, MA

This CLE program will discuss the “tools” used to fix problems with trust terms and/or trust administration – such as decanting, modification, non-judicial settlement agreements, and court proceedings – from the perspectives of an estate planner, a fiduciary, and a litigator.  Program materials will include a sample NJSA and other tools, along with hypotheticals and the key issues each speaker would focus on based on her/his unique perspective.  Learn the legal aspects of each method, along with the practical issues to consider with each tool from varying points of view. Alison Glover will be a speaker during this program. 

Speakers

Alison I. Glover is a Mintz attorney whose practice focuses on estate and tax planning for high net worth individuals, their families, and their businesses. She advises clients on advanced estate planning techniques to minimize income, gift, estate, and generation-skipping transfer taxes.