Divorce and Trust Assets: Support and Property Settlement Considerations
Identifying and Discovering Trusts, Classifying Trust Assets as Marital Property, and Valuing the Beneficiary's Interest
Recording of a 90-minute CLE webinar with Q&A
This CLE course will prepare practitioners with best practices to represent the interests of parties in discovering trusts and classifying a party’s interest in the trust as a marital asset. The panel will review valuation methods and ways to attack the trust or protect the beneficiary’s interest in the trust.
Outline
- Types of trusts
- Discovering trust assets
- Classifying the trust interest as marital property
- Valuation methods
- Ways to reach trust assets or protect beneficiary’s assets
Benefits
The panel will review these and other key questions:
- What type of trusts should family law practitioners be aware of and what are the best ways to discover the type of interest a party has in a trust?
- What methods can be used to value a party's interest in a trust?
- How can a party's interest in the trust be reached or protected for family law purposes?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
Camellia S. Saunders
Atty
Law Office of Camellia S. Saunders
Her practice includes probate, wills, family law and general civil practice. She has extensive experience as a trial... | Read More
Her practice includes probate, wills, family law and general civil practice. She has extensive experience as a trial attorney in family law. She has presented on issues related to division of estate assets in divorce. She writes articles for Dicta as a member of their writing committee.
CloseJustin L. Kelsey
Partner
Kelsey & Trask
His practice concentrates on divorce, mediation and collaborative law, as well as guardianships and bankruptcy. He has... | Read More
His practice concentrates on divorce, mediation and collaborative law, as well as guardianships and bankruptcy. He has written on trust division in family law and co-authors multiple blogs on family law and bankruptcy issues as well. He has litigated numerous divorce cases in Massachusetts where different types of trust assets were at issue.
CloseRichard S. Chisholm
Atty
Robert E. Ward and Associates
He practices in the areas of estate planning, estate administration, business planning, tax controversies and tax law.... | Read More
He practices in the areas of estate planning, estate administration, business planning, tax controversies and tax law. He lectures on issues related to estate and gift taxation and estate planning. He is also a certified public accountant. He is a published author on tax-related topics.
Close