August 19, 2025: Avoiding the Future Disruption of an Estate Plan
Sponsored by: Cipparone & Zaccaro, P.C.
12:30 lunch and networking ~ teleconference 1:00-2:30 pm
Free for members, all 2025 Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).
Please note that online registration closes at noon the Friday before each teleconference.
About the Program:
A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2025, be a mere minor impediment to making changes to the trust. Furthermore, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent’s
estate plan may launch a frontal assault on the plan. There are steps that can be taken to prevent or dissuade frivolous or vengeful actions by disgruntled parties and to help ensure a client’s carefully constructed estate plan is preserved intact. This webinar will highlight the following strategies:
- Trust instrument provisions designed specifically to limit decanting and changes under the Uniform Trust Code and similar laws
- Marital and cohabitation agreements
- Drafting and enforcing “no contest” clauses
- Mediation and arbitration provisions