Trusts & Estates - Year in review 2005
Wednesday | June 15, 2005 | 3:00 p.m. – 5:30 p.m.
Boston Bar Association
Conference Center
16 Beacon Street
Boston, MA 02108
Sponsor:
Trusts & Estates Section
This seminar offers a rare opportunity to learn about the year’s significant developments in Massachusetts and federal laws that affect your estate planning practice. Topics will include key developments in federal transfer tax laws, practical advice regarding Circular 230, insights regarding the spouse’s elective share under Massachusetts law, Massachusetts legislative developments that affect estate planners and fiduciaries, and a review of Massachusetts cases relating to estate planning and probate matters.
At the end of the program attendees will have a greater understanding of the following:
Transfer Tax Developments
- Circular 230: What Should Estate Planners Be Doing?
- Recent LLC/FLP Developments: Good News or Bad News?
- GRAT Regulations.
- Rulings Affecting Family Businesses.
- Marital Deduction Developments and Reminders.
Recent Massachusetts Case Law Affecting Probate Practice
- Cohan v. Feuer, on an estate’s obligation to make alimony payments.
- D.L. v. G.L., on the inclusion of family trusts in the marital estate.
- Weller v. Tagge, on the definition of issue.
- Kaufman v. Richmond and Reynolds v. Reynolds, and other tax reformation cases.
Legislative Developments
- Spouse’s Elective Share.
- Massachusetts Income and Principal Act.
- Uniform Principal and Income Act.
- Uniform Probate Code.
- Interest on Pecuniary Legacies.
Program Co-Chairs
Nancy E. Dempze, Esq.
Hemenway & Barnes
Melvin A. Warshaw, Esq.
J.P. Morgan Trust, N.A.
Panel
George L. Cushing, Esq.
Kirkpatrick & Lockhart Nicholson Graham LLP
Karen P. D’Antuono, Esq.
Palmer & Dodge LLP
Jennifer F. Galvagna, Esq.
The Private Bank of Bank of America
Colin M. Korzec
U.S. Trust Company
Jay D. Rosenbaum, Esq.
Palmer & Dodge LLP
Nancy B. Samiljan, Esq.
Goulston & Storrs
Program Prices
$115 - BBA Member
$145 - Non-Member
$80 - BBA Member - New Lawyer (admitted after 6/2003)
$60 - BBA Member - Legal Services/Government Lawyer
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