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Non-Judicial Settlement Agreements: How Are They Being Used?

Wednesday, February 8, 2017 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

The Massachusetts Uniform Trust Code was enacted more than four years ago.  In the years since, trustees and beneficiaries have utilized non-judicial settlement agreements (M.G.L. Ch. 203E §111) to resolve matters and effect various changes to irrevocable trusts.  We will hear from an expert panel of trusts & estates attorneys on how non-judicial settlement agreements are being used by trustees to facilitate trust administration and resolve issues.  We’ll explore the issue of what is a ‘material purpose’ and who are the ‘interested persons’ who need to be a party to an non-judicial settlement agreement, key terms under the law.  Our panelists will also share some examples of matters they have handled with non-judicial settlement agreements and some key issues that arise for a trustee or attorney advising a trustee to consider.

Registration Categories:
BBA Member – Free. Included as part of your membership.
Non-Member - $100.00

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Refunds & Cancellations:
Please note that refunds will only be allowed for cancellation notices received at least 24 hours before the program.

 

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Julia Carvalho
jcarvalho@bostonbar.org

 

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