Boston Legacy Planning

Advisor and Advanced Legal Area

Boston Legacy Planning LLC is committed to providing timely and useful legal information to individuals who want to do effective estate planning and to the financial advisors and CPAs who help them.

Our commitment to education includes monthly classes Estate Planning 101 and Business Transition Planning 101. While designed for prospective clients, they provide useful information and insight about the firm to advisors. Registration is available on the Home Page by clicking Schedule a Class.  In addition, other classes on asset protection, dispute avoidance and resolution, and other topics are offered based on demand. 

Legal technical information about estate planning in related topics can be downloaded below. Content is being added on a regular basis.  Please check back later.We welcome suggestions about the ways in which this website can be more useful as a tool for you and your clients.

 

White Papers and Webinars

The Case for Settlement Counsel

This article describes the use of the settlement counsel technique for early resolution of disputes. It contains an extensive review of the literature on dispute resolution.

Pfannenstiehl v. Pfannenstiehl: Trust law at the breaking point

The Appeals Court decision in Pfannenstiehl threatened to overturn centuries of law on creditor protection in trusts.

Using Grantor Trust Rules to Tax a Beneficiary

Section 678 of the Internal Revenue Code provides an opportunity for income tax savings in long-term trusts.

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