Practice Fundamentals Series: Basic Estate Planning Documents II: Revocable Trust

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Program Date: Wednesday, March 2, 2016

Panelists: Courtney N. Carr, Esq. and Jessica L. Lambert, Esq. both of Choate, Hall & Stewart LLP

Program Chairs: Anne L. Warren of Brown Brothers Harriman & Co.,   Tamara Lauterbach Sturges of Egleson & Sturges, LLC, and Heidi Seely of Rackemann, Sawyer & Brewster, P.C.

Materials: Click HERE for the panelists’ materials:

Program Topic:  The Panelists reviewed the key components of revocable trusts, including funding formulas, marital provisions, possible trust structures for children and other beneficiaries, and trustee provisions.  They also provided drafting suggestions and advice on avoiding certain pitfalls when advising clients about establishing revocable trusts.