BBA Event Recap: Non-Judicial Settlement Agreements

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Program Date: Friday, May 6, 2016

Panelist: Jeffrey W. Roberts, Esq. and Johanna L. Wise Sullivan, Esq., both of Nutter McClennen & Fish LLP

Program Chairs: Kerry L. Spindler, Goulston & Storrs PC  and Sara Goldman Curley, Nutter McClennen & Fish LLP, co-Chairs of the Estate Planning Committee.

Materials:  To view the program materials, click here.

Summary of Program Topic: The use of non-judicial settlement agreements under the Massachusetts Uniform Trust Code as a way to resolve ambiguities or other issues with irrevocable trusts without having to go to the Probate Court. The program reviewed the basics of non-judicial settlement agreements.