• Elder Law Institute XIV

The Trials and Tribulations of Trusteeship

9 a.m. - 5 p.m. Friday, March 14, 2008
Suffolk University Law School
120 Tremont St., Boston

After many years of disfavor, the practice of lawyers serving as trustees for middle-class families seems to be returning. Whether it is the complexity of the current laws or the increasingly complex needs of today’s families, clients are finding real value in naming their attorney as trustee, which creates the opportunity for attorneys to expand their practices into this most rewarding area of representation. In addition, estate-planning attorneys are frequently called upon to advise clients who are serving as trustees for family members.

This one-day program will explore the trials and tribulations of serving as trustee and advising the client who is serving as trustee, from the drafting of the appointment provisions in the trust instrument to the final distribution of trust assets.

Elder Law Institute XIV -- "The Trials and Tribulations of Trusteeship: Serving as Trustee or Advising Clients Who Serve" is sponsored with the Massachusetts Chapter of NAELA.

Back to Events Listing »