Share this event with friends and colleagues

Please Note: This event has already taken place.

Undoing Gifts: How to Counsel a Client with Donor's Remorse

Friday, February 22, 2013 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

 

Description:

In the aftermath of the "gifting frenzy" at the close of 2012, some clients may now be re-evaluating the transfers made at year end and wondering whether such transfers can and should be undone.  Focusing on both popular and emerging gifting techniques (such as the Spousal Lifetime Access Trust), this brown bag will explore the issues clients should address before deciding to undue a gift and what options might be available to a client who wants to reverse a transfer.  

 

Sponsoring Section/Committee(s):

Speakers:

  • Joseph R. Marion III
    • Adler, Pollock & Sheehan PC - RI

 



 

Contact:

Jennifer Jones
jjones@bostonbar.org

 

BBA Event Calendar