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Cannon Teleconference: Designing Estate Plans to Withstand Challenges

  • Berkshire Bank 25 Main Street Lenox, MA (map)

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Designing Estate Plans to Withstand Challenges. RSVP to Dan Stanyon below.

Most estate plans are implemented without impediment. Depending, however, on the client’s age and virility, family dynamics, the nature and value of assets to be disposed of and other factors, estate settlement may be arduous, contentious and expensive. Where difficulties are anticipated, provisions may be included in wills and trust instruments to prevent or dissuade frivolous or vengeful attacks on the plan. We will explore the following specifics:

  • Marital and cohabitation agreements
  • Mediation and arbitration provisions
  • Drafting and enforcing no contest clauses
  • Limitations on disclosure of information to beneficiaries

Location Berkshire Bank, 25 Main Street, Lenox, MA. Free for Members! Non-members: Please pay $15 in advance via PayPal (click here).

Earlier Event: December 11
BCEPC Holiday Party