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Cannon: Avoiding the Future Disruption of an Estate Plan

  • Lee Bank South Street 180 South Street Pittsfield, MA United States (map)

Cannon Teleconference: A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2025, be a mere minor impediment to making changes to the trust. Furthermore, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent’s estate plan may launch a frontal assault on the plan. There are steps that can be taken to prevent or dissuade frivolous or vengeful actions by disgruntled parties and to help ensure a client’s carefully constructed estate plan is preserved intact.

12:30 networking and brown bag lunch, 1pm program