MBA On Demand

How to Draft a Trust that Works

Trust and special needs trust language is under attack by federal and state agencies. Estate planning attorneys often draft a trust from a viewpoint of a particular goal such as probate avoidance. Learn from our experienced faculty the dangers of this approach as well as how to draft trusts which will withstand a high level of scrutiny. Specific topics include:

  • How the Social Security Administration has resurrected archaic legal terms like the "Doctrine of Worthier Title: to classify your carefully drafted irrevocable special needs trust;
  • Massachusetts has eliminated DWT, but what if your client moves to a different state which has yet to eliminate this concept?; and 
  •  Best drafting practices from the outlook of Medicare, Medicaid, tax planning, trust litigation and trust reformation.

Can't make it to Boston? The MBA will provide a live program simulcast at Western New England University School of Law, 1215 Wilbraham Road, Springfield.

Faculty:

Albert Gordon, Esq., program chair
Albert Gordon, Esq., Springfield

Lucy J. Budman, Esq.
Curley Law Firm, Wakefield

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

Maureen E. Curran, Esq.
Law Office of Maureen Curran, Boston

Robert H. Ryan, Esq.
Estate Planning and Protection Law, P.C., Shrewsbury

Ken W. Shulman, Esq.
Day Pitney, Boston

Sponsoring Sections:

Probate Law Section

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration. Click here for information on how to access your purchased On Demand programs.

If you have questions regarding On Demand products or how to use the software, contact Senior Programs Manager Marc A. D'Antonio, Esq. at (617) 338-0646 or [email mdantonio].

Click here to view an MBA On Demand Orientation Video.

On Demand On Demand
Presentation Date: November 15, 2012
Runtime: 4:00.00
CODE: PLC13
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.

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration.
Registration
MBA Paralegals$0.00
MBA Law Student$0.00
MBA New Admittee$0.00
MBA Member$0.00
Non-member$160.00

Related Products

ePublication: How to Draft a Trust that Works
Publication: How to Draft a Trust that Works
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