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29 Slides available anytime
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Early Termination (and Modification) of Trusts

 

Learn practical solutions to modify or terminate trusts as well as drafting techniques to allow for future modification.

Trusts can be designed to last for decades beyond their original creation. This often results in problems down the line for trustees and beneficiaries who are subject to outdated trust terms which do not reflect current needs and circumstances. This information explains what options are available to modify or even terminate trusts where the trust language provides no such options. Learn the existing and evolving judicial tests for trust modification and termination as well as steps that can be taken in drafting trust documents to allow for later modification or early termination. This information will benefit lawyers engaged in drafting trusts as well as lawyers, accountants, financial advisers and others who regularly advise trustees or trust beneficiaries.

Agenda

Faculty

Stacey P. Nakasian, Esq.

Stacey P. Nakasian, Esq.

Duffy & Sweeney, LTD

  • Partner in the Providence, R.I. law firm of Duffy & Sweeney, LTD where she chairs the Litigation Department
  • More than 26 years of experience as a commercial litigation and trial lawyer with a specialty in trust and fiduciary law
  • Recognized by Best Lawyers as Lawyer-of-the-Year, 2015, for the categories of litigation-trusts and estates; included in the Top 50 Female New England Super Lawyers, 2013; named as “Leader in the Field” of commercial litigation by Chambers USA for years
  • J.D. degree, Order of the Coif, The George Washington University Law School; B.A. degree, cum laude, University of Virginia
Lauren K. Drury, Esq.

Lauren K. Drury, Esq.

The Washington Trust Company

  • Vice President, Chief Fiduciary Officer
  • Estate planning, estate administration, and trust administration
  • Co-editor of A Practical Guide to Estate Planning in Rhode Island (2022)
  • Member of the Rhode Island Bar, Federal District Court Bar, Estate Planning Council of Rhode Island
  • J.D. degree, Case Western Reserve School of Law; B.A. degree, Muhlenberg College
  • Can be contacted at [email protected] and 401-348-1300

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