Speaker, "Basic Estate Planning Documents II: Revocable Trusts," Boston Bar Association
February 2014
Matthew Hillery will provide an introduction to revocable trusts in estate planning. He will review the key components of revocable trusts, including funding formulas, marital provisions, possible trust structures for children and other beneficiaries, and trustee provisions. He will also provide drafting suggestions and advice on avoiding certain pitfalls when advising clients about establishing revocable trusts.