When a Great Estate Plan Collides with Life - September 17, 2015
8:30 AM - 11:00 AM
Lantana, 43 Scanlon Drive, Randolph, MA 02368
Ten years ago, Gwendolyn and Maurice were riding high. The electrical business that they had built together was doing well, they were in excellent health, and one of their children was going to run the business when they retired. The estate and financial plan seemed to have all the relevant aspects of their lives addressed. Then, flash forward to 2015 – Maurice is stricken by Alzheimer’s disease and a stroke. Gwendolyn is exhausted from caring for Maurice and experiencing health problems herself. Health care costs are rapidly consuming the family’s resources. The once thriving business is rapidly losing revenues from a lack of stewardship. Moreover, the son who was considered so capable of operating the business has his own problems: bi-polar disease and alcoholism. As the trusted advisor, you get the call. Can Gwendolyn and Maurice be helped? Can you spot the issues and put together an effective rescue plan for stabilizing this couple’s lifetime of work and commitment?
When a Great Estate Plan Collides with Life panelists will dissect a case study containing real life problems that we, as advisors, often face when that crisis call inevitably comes in. Seasoned practitioners will offer solutions for addressing incapacity, business continuity, asset protection, and government benefits for individuals with disabilities. Attendees will learn practical options for protecting, as well as helping their clients get through turbulent times.
Meet Our Panel:
Daryl Cameron Every, Esquire
Ms. Every is a sole practitioner in Milton, where she concentrates in special needs and elder law, disability advocacy, publicbenefits, and estate planning. She advises families, guardians, trustees, and non-profit organizations, who are committed to maximizing public benefits with private resources for individuals with intellectual and/or physical disabilities. In addition, Attorney Every provides trustee services for special needs and individual trusts. She is the Vice President of the Norfolk-Plymouth Estate Planning Council (NPEPC), and a member of the Massachusetts Chapter of NAELA, Boston Bar Association, and Massachusetts Bar Association. Ms. Every presently serves as the pro bono Dever Class Action Representative in the landmark federal class action, Ricci v. Okin, concerning the rights of the disabled. Ms. Every is a graduate of Northeastern University School of Law and the University of Massachusetts at Amherst.
Nicholas S. Gray, Esquire
Attorney Gray. is a partner in the Trusts and Estates group at Rubin and Rudman, LLP in Boston. His practice centers on estate, income and gift tax planning for individuals and families.
Mr. Gray advises on matters including trust administration, estates, guardianships and conservatorships.
He has been in legal practice since 1999 following an extensivecareer in software development, programming, and systems analysis.
Mr. Gray is a graduate of Suffolk University Law School and Westminster Choir College.
Lisa Cukier, Esquire
Lisa M. Cukier is a partner at Burns & Levinson and concentrates her practice in all aspects of estate and trust litigation, fiduciary litigation, probate law, child custody,parentage issues and divorce, planning and litigation for blended families and same-sex couples, adoption, guardianship and conservatorship, and elder financial exploitation.
Boston Chapter of the Society of Financial Service Professionals
Phone: 617.285.2845 Email: Hello@FSPBoston.org
Boston FSP is a 501(c)6 non-profit organization.