updated: December 6, 2007
Boston Bar Association        
   

The Intersection of Family Law and Trusts: What every practitioner should know

Monday, November 26, 2007 
4:00 p.m. to 7:00 p.m.

Sponsored by:
Family Law Section
Trusts & Estates Section

More and more, married couples are making use of different types of trusts to handle complex issues.  Maintaining life insurance, planning for a child’s education and caring for someone with special needs are just some of the instances where a trust can help manage these financial concerns.  When a couple divorces, the maintenance of such trusts can become even more complex.  It is important for practitioners to understand the function and administration of these trusts and to know how to identify some of the common issues that present themselves in a divorce.

This program will discuss how life insurance, educational and special needs trusts are impacted by divorce.  Requests for alimony and child support can create a host of complicated tax and estate administration issues. The panel for this program, which includes a judge and two experienced practitioners in estate planning and family law, will provide an overview on and address some of the key points surrounding the various types of special trusts.

Topics will include:

  1. Overview of the different types of trusts;
    a. Life Insurance Trusts
    b. Educational Trusts
    c. Special Needs Trusts

  2. Discussion on how these trusts impact a family law practice.
    a. alimony
    b. child support

  3. Question & Answer session with the panelists.

Panelists

Hon. Edward F. Donnelly, Jr.
Probate and Family Court Department, Middlesex County Division

Mary H. Schmidt, Esq.
Packenham, Schmidt & Federico, P.C.

Matthew J. Marcus, Esq.
Colucci, Colucci, Marcus & Flavin, P.C.


Program Chair

Ron Oppenheim, Esq.


Program Prices

$120 - BBA members
$155 - Non-Members
$85 - BBA Sponsoring Section Member
$65 - BBA Member Legal Services/Government Lawyer
$25 - Law Student



 


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