CLE Program

Trust Administration for Disabled Minors and Adults


Date: Wednesday, September 19, 2012
Time: 12:00 p.m. - 4:00 p.m.
Runtime: 4:00h

Program Code:


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Non-member : $160.00
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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., Panelist
Mirick, O'Connell, DeMaiile & Lougee, LLP, Worcester
Steven M. Cohen, Esq., Panelist
Rubin and Rudman LLP, Boston
John G. Dugan, Esq., Panelist
Doherty, Dugan, Cannon, Raymond & Weil PC, Franklin
Christopher D. Perry, Panelist
Northern Trust, Boston
Ken W. Shulman, Esq., Panelist
Day Pitney LLP, Boston
Emily S. Starr, Esq., Panelist
Starr Traiger LLP, Worcester

Sponsoring Sections:

Probate Law Section
Real Estate Law Section
Civil Litigation Section

NOTE: This is a previously recorded MBA On Demand product.
When you register, you will receive a link via email to the previously recorded MBA On Demand program and its ePublication. Your member profile will also contain a permanent link to the MBA On Demand version of the program.

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