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| home | join | contact | cle | sections | calendar | search | updated: October 15, 2008 | |
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| Boston Bar Association | |
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Learn the Ins and Outs of Reforming a Trust Trust Reformation This program will address both the equity issues of trust reformation, as well as trust reformation for tax purposes, or the so-called "Bosch" procedure. Attendees will learn when to consider reforming a trust, how to go about reforming a trust, and specifically, when the SJC needs to be petitioned for reformation so that the reformation is recognized by the IRS for tax purposes. With very little information available on these issues, this seminar is a great opportunity to learn the "when, where, why, and how" of both sides of trust reformation. For more information or to register, click here. |