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Treatment of Trusts in Divorce (Teleseminar)
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Treatment of Trusts in Divorce (Teleseminar)

1 CLE hour

When: 04/07/2016
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781

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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

1 CLE hour
One of the most fierce – and financially important – disputes in a divorce may be what assets held in trust are subject to martial division or other claim.  Though one of the chief protections of a trust is shielding assets from claimants, marital or otherwise, there are many exceptions.  The assets of certain trusts may be subject to marital claims but in many others assets are shielded from a martial claimant but the spouse may make a claim on a distribution interest.  Yet, some distributions are mere “expectancies” and not subject to claim.  How a trust is formed – its specific type and the nature of its distribution provisions – and where it is governed often result in a very wide range of outcomes.  This program will provide you with a practical guide to the treatment of trusts in divorce and tips on drafting to ensure the integrity of trusts.  

Trusts and martial claims – what assets or income may be claimed? 
How the type of trust may determine whether its assets are subject to claim or not 
Types of interests in trusts – what types of rights are subject to division and which are not? 
Determining when an interest becomes separate and subject to a divorcing spouse’s claim
Understanding the intricacies of valuing a trust in a divorce – what portion of appreciation is subject to division?
Special issues in multi-generational trusts 
Multijurisdictional issues in the division of trust assets 


Jeremiah W. Doyle, IV
is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

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