Modifying Irrevocable Trusts

As circumstances, laws, and goals change over time, it can become necessary to modify an irrevocable trust. Estate planners and trustees can utilize various options to modify irrevocable trusts, including decanting, non-judicial settlement agreements, trustee modifications, and Probate Court modifications. Join attorneys Ryan J. Swartz and Katie E. Hislop as they discuss how and when to modify irrevocable trusts, the advantages and disadvantages, and the typical circumstances under which irrevocable trusts are modified.

Registration/Networking: 7:30 a.m.
Program: 8:00 to 9:00 a.m.

Cost
This event is being offered as a free education session.

Location
McLane Middleton’s Woburn Office
300 TradeCenter, Suite 7600
Woburn, MA 01801

Ryan J. Swartz
Director and Chair, Trusts & Estates Department, McLane Middleton

Ryan advises individuals and families regarding various estate planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies and asset protection trusts.

Katie E. Hislop
Associate, Trusts & Estates Department, McLane Middleton

Katie represents clients in a variety of areas including estate planning, tax planning, fiduciary matters, and estate and trust administration. Katie received a dual Bachelor of Arts in International Affairs and Political Science with concentrations in International Politics and Latin American Studies from The George Washington University.  She received her J.D., cum laude, from The Catholic University of America, Columbus School of Law.