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Basic Estate Planning Documents II: Revocable Trusts

Monday, February 24, 2014 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Note: This program was originally scheduled for 2/5 but was postponed due to weather to the new date of 2/24

Matthew Hillery, of Edwards Wildman Palmer LLP, will provide an introduction to revocable trusts in estate planning.  He will review the key components of revocable trusts, including funding formulas, marital provisions, possible trust structures for children and other beneficiaries, and trustee provisions.  He will also provide drafting suggestions and advice on avoiding certain pitfalls when advising clients about establishing revocable trusts.

Sponsoring Section/Committee(s):




Elizabeth Vincensi


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