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Future Focused: Annual Estate Planning Seminar -- Panel 1

Wiggin and Dana LLP

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Future Focused: Annual Estate Planning Seminar -- Panel 1

41 просмотр · 2 недели назад
Wiggin and Dana LLP
28 подписчиков
41 просмотр · 2 недели назад
How Probate Litigation Informs Estate Planning -- May 7th, 2026 Michael Clear and Matt Smith discuss where they see probate and trust disputes, how the risk of divorce informs estate planning and explore certain divorce scenarios. Topics Include: • Right to information and other beneficiary complaints • Trustee removal actions • Will contests • Old or ambiguous estate plans • Operating business held in a trust • Marital trust that lasts “too long” • Missing assets • Traditional Case Law in Connecticut • Traditional View from the Estate Planning Bar • View from the Matrimonial Bar • “Consider” the Trust v. “Divide” the Trust • New Massachusetts case (Jones v. Jones) • New Connecticut cases • Netter v. Netter • Gervolino v. Gervolino • Sullivan v. Sullivan • New Connecticut Statutory Law (HEMS) • Conn. Gen. Stat. § 45a-499c(2) (definition of “ascertainable standard”) • Conn. Gen. Stat. § 45a-499nn (“Limitations on beneficiary’s creditor to attach or compel distribution of property”) Wiggin and Dana's private client services team offers a comprehensive suite of solutions designed to protect and manage your wealth. From customized asset protection strategies and thorough estate planning to specialized services for family businesses and family offices, our team ensures your financial security and legacy. We provide skilled legal support for fiduciary disputes and guidance on impactful charitable giving. Additionally, we offer professional trust and estate management, strategic planning for marital agreements, and services for clients with international interests. Trust Wiggin and Dana to safeguard your assets and navigate the complexities of estate management with precision and care. Learn more about Wiggin and Dana here: https://www.wiggin.com/ Wiggin and Dana’s Private Client Services: https://www.wiggin.com/services/priva...