Trusts & Estates: Year in Review 2006

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Thursday, June 15, 2006
Registration: 2:45 p.m. - 3:00 p.m.
Program: 3:00 p.m. - 6:00 p.m.

Sponsored by: 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 the latest developments in federal tax law, local Massachusetts probate law, the recently enacted Uniform Principal and Income Act and proposed changes in the Homestead Act.

The panel of experience practitioners will address:

New Developments in Estate Planning Practice:

• Massachusetts UPIA: A Practitioner’s View; and
• Impact of Strangi.

Case Law Developments

• Application of Goodridge to estate planning;
• Trust reformation: sponge tax, GRATS, Strangi and IRC Section 2036; and
• Cases impacting: interpretation of wills and trusts, prenuptial agreements, statute of limitations, and undue influence claims.

Homestead Exemption: Current Law and Pending Legislation

• Understanding the Massachusetts Homestead Protection and the impact of post-filing recordings, including Mortgages;
• Impact of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 on Homestead; and
• Proposed legislation on change to the Massachusetts Homestead Act.

New Legislative Developments – Elective Share:

• Negotiations on Spousal Share legislation; and
• UPC version of Spousal Elective Share legislation.
  

Moderators and Program Co-Chairs

Melvin A. Warshaw, Esq.
J.P. Morgan Trust Company

Nancy B. Samiljan, Esq.
Goulston & Storrs – A Professional Corporation

Panel

Ellen S. Berkowitz, Esq.
Holland & Knight LLP

Nancy E. Dempze, Esq.
Hemenway & Barnes

A. Silvana Giner, Esq.
Wilmer Cutler Pickering Hale and Dorr LLP

Colin M. Korzec, Esq.
U.S. Trust Company

Thomas D. O’Shea, Esq.
Wilmer Cutler Pickering Hale and Dorr LLP

Jay D. Rosenbaum, Esq.
Edwards Angell Palmer & Dodge LLP

Robert H. Ryan, Esq.
The Law Firm of Bove & Langa, P.C.

Program Prices

$115 - BBA Members
$145 - Non-Members
$80 - BBA Member New Lawyer (admitted after 6/2004)
$60 - BBA Member Legal Services/Government Lawyer