50 Points of Law - Estate Planning: Major Developments and Traps for the Unwary
Event Patricia Annino
Rimon Partner Patricia Annino will be speaking as part of Massachusetts Continuing Legal Education's 50 Points of Law on the topic: "You Can’t Litigate Love—So Why Are You Trying? Establishing a Risk Management Policy Statement for Families."
The days of gathering around the lawyer and “reading the Will” are long over. We know where we have been, but do we know were we are going? Passing assets to the next generation is no longer enough; we need to counsel our clients on protecting family relationships, businesses, and wealth. Have you drafted your first Risk Management Policy Statement? And irrevocable trusts—are there such a thing anymore in the world of protectors, non-judicial settlements, and decanting? What if your client wants the estate plan set in stone? Is that no longer possible? And finally, the family business has new hope to make it pass that intractable third generation with the perpetual business purpose trust. Put down that Will drafting pen and join our panelists as they leap into the future.
Thursday, Feb. 28, 2019 at 12:00- 1:00 PM ET.
1 Substantive CLE credit
Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely held businesses. Access Patricia's full biography.