Norfolk & Plymouth Estate and Business Planning Council

 

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  • When a Great Estate Plan Collides with Life

When a Great Estate Plan Collides with Life

  • 09/17/2015
  • 8:30 AM - 11:00 AM (EDT)
  • Lantana, 43 Scanlon Drive, Randolph, MA 02368
  • 31

Registration

  • If you have renewed your membership by October 1st as a member of the NPEPC you will have the opportunity to attend one complimentary event this year (Sorry our Annual Meeting is not included in this promotion

Registration is closed

The NPEPC will hold its KICK OFF Meeting  with the Members of the Boston Chapter FSP. This will be a great opportunity to reconnect with your friends at NPEPC and meet the members of the the Boston FSP Chapter!

          


Ten years ago, Gwendolyn and Maurice were riding high.  The electrical business that they had built together was doing well, they were in excellent health, and one of their children was going to run the business when they retired.  The estate and financial plan seemed to have all the relevant aspects of their lives addressed.  Then, flash forward to 2015 – Maurice is stricken by Alzheimer’s disease and a stroke.  Gwendolyn is exhausted from caring for Maurice and experiencing health problems herself.  Health care costs are rapidly consuming the family’s resources.   The once thriving business is rapidly losing revenues from a lack of stewardship.  Moreover, the son who was considered so capable of operating the business has his own problems:  bi-polar disease and alcoholism.  As the trusted advisor, you get the call.  Can Gwendolyn and Maurice be helped?  Can you spot the issues and put together an effective rescue plan for stabilizing this couple’s lifetime of work and commitment? 

When a Great Estate Plan Collides with Life panelists will dissect a case study containing real life problems that we, as advisors, often face when that crisis call inevitably comes in.   Seasoned practitioners will offer solutions for addressing incapacity, business continuity, asset protection, and government benefits for individuals with disabilities.  Attendees will learn practical options for protecting, as well as helping their clients get through turbulent times.

Our Panel: 

Daryl Cameron Every, Esquire (Moderator), Milton

Lisa Cukier, Esquire, Burns and Levinson, LLP, Boston

Nicholas Gray, Esquire, Rubin and Rudman, LLP, Boston

MORE DETAILS ON OUR PANEL HERE

The 10th generation in a family of lawyers, Nick initially seemed headed towards a career in music as a choral singer. Today, music is a passion that occupies his free time instead, as an active member (along with his youngest son) in the Choir of Men & Boys at The Parish of All Saints in the Ashmont neighborhood of Dorchester, Massachusetts.

As an attorney, Nick takes special pleasure in being “directly helpful” to people. “I enjoy drafting wills and trusts; the challenge is to understand each client’s family dynamics and special needs so we can work together to create tools that address their unique situation. There’s even great satisfaction in helping settle estates because I know that I’m helping my clients deal with both the financial and emotional repercussions of a death.”

Nick and his wife Elisabeth make their home in Milton with their two sons, John and Andrew. When not working or singing, Nick avidly pursues his interest in history and theology.

Nick Gray has been in legal practice since 1999, joining Rubin and Rudman in January 2001, following an extensive career in software development, programming, and systems analysis. While the two careers may seem to be polar opposites, Nick maintains that the logic and linear thinking that one must apply to software development and analysis is identical to the process of meeting with clients and then creating terms of a trust or will that meet their individual needs. “Different language, different tools perhaps, but the same kind of thinking,” he asserts.

The 10th generation in a family of lawyers, Nick initially seemed headed towards a career in music as a choral singer. Today, music is a passion that occupies his free time instead, as an active member (along with his youngest son) in the Choir of Men & Boys at The Parish of All Saints in the Ashmont neighborhood of Dorchester, Massachusetts.

As an attorney, Nick takes special pleasure in being “directly helpful” to people. “I enjoy drafting wills and trusts; the challenge is to understand each client’s family dynamics and special needs so we can work together to create tools that address their unique situation. There’s even great satisfaction in helping settle estates because I know that I’m helping my clients deal with both the financial and emotional repercussions of a death.”

Nick and his wife Elisabeth make their home in Milton with their two sons, John and Andrew. When not working or singing, Nick avidly pursues his interest in history and theology.

Nick Gray has been in legal practice since 1999, joining Rubin and Rudman in January 2001, following an extensive career in software development, programming, and systems analysis. While the two careers may seem to be polar opposites, Nick maintains that the logic and linear thinking that one must apply to software development and analysis is identical to the process of meeting with clients and then creating terms of a trust or will that meet their individual needs. “Different language, different tools perhaps, but the same kind of thinking,” he asserts.

The 10th generation in a family of lawyers, Nick initially seemed headed towards a career in music as a choral singer. Today, music is a passion that occupies his free time instead, as an active member (along with his youngest son) in the Choir of Men & Boys at The Parish of All Saints in the Ashmont neighborhood of Dorchester, Massachusetts.

As an attorney, Nick takes special pleasure in being “directly helpful” to people. “I enjoy drafting wills and trusts; the challenge is to understand each client’s family dynamics and special needs so we can work together to create tools that address their unique situation. There’s even great satisfaction in helping settle estates because I know that I’m helping my clients deal with both the financial and emotional repercussions of a death.”

Nick and his wife Elisabeth make their home in Milton with their two sons, John and Andrew. When not working or singing, Nick avidly pursues his interest in history and theology.

Nick Gray has been in legal practice since 1999, joining Rubin and Rudman in January 2001, following an extensive career in software development, programming, and systems analysis. While the two careers may seem to be polar opposites, Nick maintains that the logic and linear thinking that one must apply to software development and analysis is identical to the process of meeting with clients and then creating terms of a trust or will that meet their individual needs. “Different language, different tools perhaps, but the same kind of thinking,” he asserts.

The 10th generation in a family of lawyers, Nick initially seemed headed towards a career in music as a choral singer. Today, music is a passion that occupies his free time instead, as an active member (along with his youngest son) in the Choir of Men & Boys at The Parish of All Saints in the Ashmont neighborhood of Dorchester, Massachusetts.

As an attorney, Nick takes special pleasure in being “directly helpful” to people. “I enjoy drafting wills and trusts; the challenge is to understand each client’s family dynamics and special needs so we can work together to create tools that address their unique situation. There’s even great satisfaction in helping settle estates because I know that I’m helping my clients deal with both the financial and emotional repercussions of a death.”

Nick and his wife Elisabeth make their home in Milton with their two sons, John and Andrew. When not working or singing, Nick avidly pursues his interest in history and theology.

Lisa M. Cukier is a partner at Burns & Levinson and concentrates her practice in all aspects of estate and trust litigation, fiduciary litigation, probate law, child custody, parentage issues and divorce, planning and litigation for blended families and same-sex couples, adoption, guardianship and conservatorship, and elder financial exploitation.

 

Recognized for her expertise and skill, Ms. Cukier is a frequent speaker on the topics of trust and estate litigation, estate planning, and family law, including same sex marriage. She is a continuing Faculty Member at Newton Community Education, for the course “Wills, Trusts and Probate” 2008 through the present. She is also a regular contributor for various publications including Boston Spirit Magazine, and a columnist for the Weston Town Crier and Wicked Local Wayland. Prior to joining Burns & Levinson in 2002, she served as Assistant General Counsel for the Department of Mental Health and as Assistant General Counsel for the Department of Mental Retardation.

Norfolk & Plymouth Business and Estate Planning Council

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