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