Modifying/Terminating Irrevocable Trusts and Non-Judicial Settlement Agreements

This program will review options available under the Massachusetts Uniform Trust Code and recent Supreme Judicial Court guidance on modifying and terminating trusts under Bosch and Kraft. Specific topics include:

• Complaints vs. petitions in equity
• Notice
• Statute of limitations
• Bosch petitions
• Petitions for instructions
• Decanting -- what is it, and how can it be used?