McLane Middleton attorneys Cristina Coletta Blau and Audrey G. Young will be presenting on a webinar entitled, “Funding Trusts in Estate Planning: Modifying Asset Composition to Ensure Optimal Tax and Estate Transfer Results,” on Tuesday, September 17, 2024 at 1:00 p.m. sponsored by Strafford. This webinar will provide estate planners with a thorough and practical guide to funding trusts.
Cristina and Audrey will discuss funding considerations for both revocable and irrevocable trusts, detailing funding considerations at formation, as well as review and evaluation of trust assets during operation. In addition, they will also address funding formulas for marital trusts and review funding issues for grantor trusts.
Cristina is Of Counsel with the Trusts and Estates Department at McLane Middleton. Her practice is focused on the creation and analysis of complex custom-drafted estate plans for high net-worth individuals and families. Cristina also works with Trustees and clients in connection with trust decantings and other aspects of complex trust administration. She can be reached in the firm’s Woburn office at (781) 904-2672 or cristina.blau@mclane.com.
Audrey is Of Counsel with the Trusts & Estates Group at McLane Middleton. She concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. She can be reached in the firm’s Woburn office at (781) 904-2721 or audrey.young@mclane.com.
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