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Modifying Irrevocable Trusts

Date: February 8, 2023 Time: 8:00 am - 9:30 am

Program

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

Location 320 Corporate Dr
Portsmouth, NH 03801 United States
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 Whitney A. Gagnon and Denis P. Dillon as they discuss how and when to modify irrevocable trusts, the advantages and disadvantages, and the typical circumstances under which irrevocable trusts are modified.

Presenters

Whitney Gagnon Headshot
Whitney Gagnon
Director, Trusts & Estates Department

Whitney focuses her practice in the areas of estate planning, elder law, and probate and trust administration. She advises individuals and families and assists in establishing comprehensive estate plans. Whitney’s estate planning practice ranges from preparing foundation estate plans for young families to designing and implementing complex plans that incorporate sophisticated estate, gift, income, and generation skipping transfer tax strategies. Whitney also represents clients in probate court matters including estate settlement, trust administration, and guardianship and conservatorship proceedings.

Denis Dillon
Director, Trusts & Estates Department

Denis is a member of the Trusts & Estates Department and practices in the areas of taxation, estate planning, probate law, and elder law, including Medicaid planning. He handles all aspects of federal and state taxation including income taxation, estate and gift taxation. He also advises clients with respect to sophisticated tax, business, succession and estate planning. Denis began his career in 1992 as a tax attorney with the public accounting firm of Coopers and Lybrand, and prior to joining McLane Middleton he practiced law in Boston, Massachusetts.