Trust Administration for Disabled Minors and Adults

Learn from the experts about this complex area of law. This seminar will answer common questions that arise in everyday practice, including:

• Is the ‘Payback Trust’ obsolete in the wake of the Massachusetts Health Care Insurance Reform Law of 2006?
• 10 pitfalls for a trustee/estate planner to avoid: practical advice from an experienced probate attorney/guardian ad litem;
• Best practices in settlement approvals in Superior and District Courts for Minors and Adults Pursuant to G.L. c, 231, 140c1/2;
• Best practices for the trust company or corporate trustee under the UPC;
• The ABC’s of trust administration under the new UPC;
• Best practices in proposing and advising a non-professional family member trustee
• A survey of recent Massachusetts decisions concerning trust law; and
• A preview of trust litigation under the forthcoming Massachusetts Uniform Trust Code.