Trust Assets and Divorce: Life from the Trenches

July 20, 2017 at 8:15am10:00am

Oppenheimer & Co. Inc., 200 Park Ave (MetLife Building), 24th Floor, New York, NY 10166

Litigator Steven Malech and Trusts and Estates Lawyer Daniel L. Daniels, two partners at Wiggin and Dana, will be presenting a seminar entitled "Trust Assets and Divorce: Life from the Trenches."

Seminar Description: Address planning opportunities and litigation challenges under New York and Connecticut law. Topics will include typical cases in which a trust is vulnerable to inclusion in the divisible marital estate including, without limitation: (a) whether the inclusion of an ascertainable standard weakens the protections a trust affords; (b) the design of a trust to provide maximum protection (including issues with self-settled trusts); and (c) considerations in determining whether a trustee must disclose financial information.

Schedule of Events:

  • 8:15am-8:30am: Sign-In & Introductions
  • 8:30am-9:30am: Presentation
  • 9:30am – 10:00am: Q&A and Networking

If you would like to attend the event, please RSVP with Jonathan Shenkman ([email protected]). Space is limited!