The Trusts & Estates CLE Committee has partnered with the Family Law CLE Committee to co-sponsor a great program on The Intersection of Estate Planning and Family Law. Below is the agenda for the program. The content is very interesting, with current insights on the topics discussed by experienced panelists. Please consider signing up, and share the information with your colleagues as well.
Boston Bar Association
The Intersection of Estate Planning and Family Law
Tuesday, October 7, 2014
2:00 to 5:00 p.m.
Moderator: Stacy K. Mullaney, Vice President & Trust Counsel, Fiduciary Trust Company, Boston
Panelists: Jillian Hirsch, Esq. Co- Chair, Day Pitney LLP
Robert J. O’Regan, Esq., Burns & Levinson LLP
Andrew Rothstein, Esq. Co-Chair, Goulston & Storrs
Mary Schmidt, Esq., Schmidt & Federico
Introduction 5 Minutes
Section I 40 Minutes
Topic: The Implication of Divorce on Drafting Considerations and Trust Terms
Speaker: Jillian Hirsch, Esq.
Section II 40 Minutes
Topic: “The Trustee Has Been Subpoenaed: Now What?”
Speaker: Robert J. O’Regan, Esq.
10 minute break
Section III 40 Minutes
Topic: Non Judicial Settlement Agreements and Other New Approaches for Dealing with Trusts in Divorce
Speaker: Andrew Rothstein, Esq.
Section IV 40 Minutes
Topic: Pre and Postnuptial Agreements – Adequate Disclosure, Drafting Techniques and Current Planning Issues
Speaker: Mary Schmidt, Esq.
Closing Remarks & Questions 5 Minutes