Planning for and Litigating Creditor and Divorce Claims Against Third-Party Trusts

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Planning for and Litigating Creditor and Divorce Claims Against Third-Party Trusts

Program Originally Presented Tuesday, October 14, 2025

Estate planners often advise their clients to use trusts to provide creditor protection for their beneficiaries.  But what actually happens when a creditor or (soon-to-be ex) spouse of a beneficiary actually tries to “pierce the veil” of the trust? How is the trust attacked, and how is it defended? Join us for a an interactive “Crossfire” style panel discussion featuring well-respected attorneys from the fields of trusts and estates, high-net-worth divorce, and bankruptcy. Each practitioner will give a unique and practical perspective on this important issue.

Both planning for and litigating claims against third-party trusts involve complex legal strategies that center on the distinction between separate and marital/commingled property. Attend this CLE to hear planning strategies and tips for litigating claims against third-party trusts.

Panelists:
David N. Hofstein, Esq.
Founding Shareholder, Hofstein Meyer Rocco Finger & Weiner, P.C.

Daniel M. Pereira, Esq.
Partner, Stradley Ronon Stevens & Young, LLP

John A. Terrill, II, Esq.
Shareholder, Heckscher Teillon Terrill & Sager, P.C.

Course Planners:              
Andrew J. Barron, Esq.
Stradley Ronon Stevens & Young, LLP

Lynda Henry, Esq.
Philadelphia

0349ODV