Miss a Meeting? Check Out the Handouts:
December 5, 2017
November 3, 2016
September 15, 2016 - Kick Off Meeting
September 17, 2015 - Kick Off Meeting
- Case study outline and details
- ADDICTION & BENEFICIARIES
- PFANNENSTIEHL V PFANNESTIEHL
- Attorney Nick Gray's Handout
January 21, 2016 - Decanting - "Revoking" an Irrevocable Trust?
- DE Trust Law Primer
- Delaware Decanting Statute
- Sample Decanting Provisions
- Sample Decanting Release
- Sample Instrument of Decanting
- Affidavit of Drafts Person
- Affidavit of Trustee
March 31, 2016 - “PYA” -
Protecting Your Assets from MassHealth and the Cost of Care
January, 25, 2017 - "Planning at the Eleventh Hour: A practitioner’s checklist for clients near death"
March 23, 2017 - "Why You Should Care: The Advisor’s Guide to Asset Protection Planning"
September 19, 2017 - Embracing Uncertainty in Planning in Volatile Times