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Educational Seminar: It's a Nice Place to Visit but do you Want to Live There?
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Educational Seminar: It's a Nice Place to Visit but do you Want to Live There?

9/20/2023
When: Wednesday, September 20, 2023
11:30 am - 1:30 pm
Where: Morgan Lewis & Bockius LLP
One Federal Street
Boston, Massachusetts  02110
United States
Contact: Juliette Avery
bepc@bepc.org
(978) 364-5170


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Amy K. Kanyuk, Esq. Presents: It's a Nice Place to Visit, but Do You Want to Live There?

Seminar Description

The dramatic evolution of trust law over the past quarter century presents valuable opportunities to choose a jurisdiction for a dynastic trust based on a client’s specific objectives.

This presentation will provide an overview of the many factors to consider in choosing a jurisdiction for a new long-term trust.

Presenter

Amy K. Kanyuk, Esq.
McDonald & Kanyuk, PLLC

Amy is a founding member of McDonald & Kanyuk, PLLC, in Concord, New Hampshire.  She is licensed to practice law in New Hampshire, Massachusetts and South Dakota.  She concentrates her practice on estate, gift and generation-skipping planning for individuals and families of high net worth, and has worked extensively in the area of asset protection.  In addition, she frequently counsels fiduciaries and beneficiaries with respect to issues related to the administration of trusts. 

Amy is a Fellow of the American College of Trust and Estate Counsel (ACTEC), where she formerly served as the New Hampshire State Chair and on the Board of Regents and the National Membership Selection Committee.  Amy currently serves on ACTEC’s Asset Protection, Tax Policy and Program Committees, and is a Chancellor of ACTEC’s New England Fellows Institute. In addition, Amy is the official ACTEC observer to the Uniform Law Commission’s Conflicts of Laws in Trusts and Estates Committee.

Amy’s articles and comments about tax and estate planning have appeared in a number of publications, including Trusts and Estates, Estate Planning, Barron’s, and the Journal of Accountancy.  She frequently lectures before professional and civic groups throughout the United States on tax and estate planning topics.  Amy also has served as an adjunct professor at the University of New Hampshire School of Law, teaching Wills, Trusts and Estates.

Amy received her Bachelor of Science in finance, with highest distinction, from Penn State University, and earned both her law degree and M.B.A. from Boston College.  She currently is working towards her Master’s degree in Creative Writing and Literature at Harvard University (extension school).

In addition to her legal practice, Amy was a founder, original member and director of Concord Trust Company, LLC, a non-depository, directed trust company located in Bedford, New Hampshire and Rapid City, South Dakota.  In May 2021, Concord Trust was acquired by IQ-EQ, an investor services provider headquartered in Luxembourg.

 



Schedule

11:30 AM - 11:50 PM - Registration, Light Lunch, Networking
11:50 PM - 12:05 PM - Opening Remarks
12:05 PM - 1:20 PM - Presentation and Q&A

 


Registration  Fees

Members -$30
Non-Members - $50


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BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.BEPC is also a CE Sponsor through the CFP Board.

BEPC applies for CE credit approval through the CFP Board for our educational events.

BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board for CE credit.

Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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