CLE Programs

Trust Administration for Disabled Minors and Adults

Learn from the experts about this complex area of law. This seminar will answer common questions that arise in everyday practice, including:

  • Is the ‘Payback Trust’ obsolete in the wake of the Massachusetts Health Care Insurance Reform Law of 2006?
  • 10 pitfalls for a trustee/estate planner to avoid: practical advice from an experienced probate attorney/guardian ad litem;
  • Best practices in settlement approvals in Superior and District Courts for Minors and Adults Pursuant to G.L. c. 231, s. 140C1/2;
  • Best practices for the trust company or corporate trustee under the UPC;
  • The ABC’s of trust administration under the new UPC;
  • Best practices in proposing and advising a non-professional family member trustee;
  • A survey of recent Massachusetts decisions concerning trust law; and
  • A preview of trust litigation under the forthcoming Massachusetts Uniform Trust Code.

Chris A. Milne, Esq., program chair
Milne Law, Medfield

Michael R. Christy, Esq.
Mirick, O'Connell, DeMaiile & Lougee, LLP, Worcester

Steven M. Cohen, Esq.
Pabian Russell, LLC, Boston

John G. Dugan, Esq.
Doherty, Ciechanowski, Dugan & Cannon PC, Franklin

Christopher D. Perry
Northern Trust, Boston

Ken W. Shulman, Esq.
Day Pitney, Boston

Emily S. Starr, Esq.
Starr Vander Linden LLP, Worcester

Sponsoring Sections:

Probate Law Section

Real Estate Law Section

Civil Litigation Section

Seminar with On Demand On Demand
Date:Wednesday, September 19, 2012
Time:12:00 PM - 4:00 PM
Location:Massachusetts Bar Association
Conference Room 101
20 West St
Boston, MA, 02111
NOTE: This is an On Demand product.
With registration for this product you can conveniently watch an archived MBA program from the comfort of your home or office, at a time that suits your schedule. When you register, you will receive a permanent link to the program in addition to the program's ePublication. Your My Resources profile will also contain permanent links to both products if you wish you review the program's archived presentation. The archived version of this program will not be available until after the date of the on-site program.

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Related Products

On Demand: Trust Administration for Disabled Minors/Adults
ePublication: Trust Administration for Disabled Minors/Adults
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