Nuts & Bolts of the Massachusetts Uniform Trust Code
Please join the Essex County Estate Planning Council for our April 2, 2014 event - Nuts & Bolts of the Massachusetts Uniform Trust Code - featuring speaker, Attorney Timothy D. Sullivan of AndoverLaw, P.C.
Description
The passage of the Massachusetts Uniform Trust Code in 2012 revolutionized trust law and practice in the Commonwealth. With fundamental shifts in focus and enforcement, plus new pre- and post-mortem planning flexibility, the MUTC offers a new paradigm for trust administration. Trusts are a commonplace planning device. If you are an attorney, fiduciary, financial planner or tax advisor, the MUTC will impact your clients' estate planning and future wealth management. Come join the Essex County Estate Planning Council and learn how from Attorney Timothy D. Sullivan, who was the Massachusetts Bar Association's representative to the Ad Hoc Massachusetts Uniform Trust Code Committee.
A continental breakfast will be served from 7:30-8am, and will be followed by our distinguished speaker.
Registration
Registration is required for this event.
Fees are as follows: Members and first-time guests of members, $35; Non-members, $60.
Payment may be made online, at the door, or by check made out to the Essex County Estate Planning Council and mailed to:
About Our Speaker
Attorney Timothy D. Sullivan opened the office that is now AndoverLaw, P.C. in 1993. He brings to the practice of law a perspective based on an unusually broad framework of education and experience. He has a bachelor of science degree in biology with minors in chemistry and music from Acadia University in Wolfville, Nova Scotia and the designation of Chartered Life Underwriter from the American College in Bryn Mawr, Pennsylvania. He earned his Juris Doctor degree from Massachusetts School of Law. Prior to becoming a lawyer, Mr. Sullivan worked as a financial planner and owned a computer store which sold and installed accounting systems. While attending law school, he was a national account executive for a major corporation.
Attorney Sullivan concentrates his practice in the areas of estates, trusts, fiduciary litigation and elder law. His clientele include individuals, professional trustees, guardians, executors, nursing homes and assisted living facilities.
Among many other professional affiliations and speaking engagements, Attorney Sullivan served as the Massachusetts Bar Association's representative to the Ad Hoc Massachusetts Uniform Trust Code Committee from 2006-2012. This Committee drafted the Massachusetts Uniform Trust Code, which was enacted on July 9, 2012.
For more information on the Massachusetts Uniform Trust Code, please read Highlights of the Uniform Trust Code, drafted by Attorney Sullivan for the Massachusetts Bar Institute.
