Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

When a Great Estate Plan Collides with Life

  • Thursday, September 17, 2015
  • 8:30 AM - 11:00 AM
  • Lantana, 43 Scanlon Drive, Randolph, MA 02368


Registration is closed

The Boston Chapter FSP will hold its KICK OFF Meeting  with the Members of the Norfolk & Plymouth Estate Planning Council. This will be a great opportunity to see colleagues from the chapter and meet the members of the NPEPC


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.

Our Panel: 

Daryl Cameron Every, Esquire (Moderator), Milton

Lisa Cukier, Esquire, Burns and Levinson, LLP, Boston

Nicholas Gray, Esquire, Rubin and Rudman, LLP, Boston


Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

Boston FSP is a 501(c)6 non-profit organization.

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