Previous Events & CLE Programs
April 29, 2008
Committee Meeting
Probate and Estate Administration
Mary P. Heatwole, Rackemann Sawyer & Brewster, will discuss topics relating to the probate and administration of estates, including 1) appointment of fiduciaries after the client dies; 2) how to review inventories and executor accounts; and 3) estate account allowances.
January 8, 2008
Committee Meeting
Charitable Remainder Trusts
Kathleen M. Sablone, Vice President, Wealth Planning Solutions Group, U.S. Trust, Bank of America Private Wealth Management, will be providing an overview of charitable remainder trusts, including the basic structure of a CRT, when this planning technique is appropriate, and planning options for existing CRTs.
November 30, 2007
Committee Meeting
Basic Estate Planning Documents
Jeffrey W. Roberts, Nutter McClennen & Fish LLP, will cover the basic estate planning documents every client should have, including the Last Will and Testament, Durable Power of Attorney and Health Care Proxy.
September 11, 2007
Committee Meeting
Trust Situs Selection
Jere Doyle, an estate planning strategist for BNY Mellon's Private Wealth Management group and Senior Vice President of Bank of New York Mellon, will discuss the factors to be considered in selecting the situs of a trust including:
- the state income taxation of trusts;
- the adoption of the Uniform Principal and Income Act and/or a unitrust statute by a state;
- the status of the rule against perpetuities in a particular state;
- the existence of an domestic asset protection statute; and
- how to change the situs of a trust.
May 22, 2007
Committee Meeting
Grantor Retained Annuity Trusts: An Effective Estate Planning Technique in Good and Bad Economic Times
Robert A. Vigoda, a partner at Edwards Angell Palmer & Dodge LLP, will discuss the basics of the Grantor Retained Annuity Trust (GRAT) structure. Specifically, he will discuss:
- how to "zero-out" the federal gift tax upon funding;
- choosing the right funding asset;
- some creative uses including single asset, graduated annuity and rolling GRATs.
March 13, 2007
Committee Meeting
Charitable Giving Alternatives
Nadia Yassa of The Boston Foundation will discussing charitable giving alternatives.
February 13, 2007
Committee Meeting
Guide to the Probate Courts
Joshua S. Miller of Choate, Hall & Stewart LLP will present a guide to the probate courts.
January 9, 2007
Committee Meeting
Federal and State Fiduciary Income Taxation
Richard B. James, Senior Vice President and Wealth Strategies Advisor in the Wealth Management Consulting Division of Bank of America, will discuss what every estate planner should know about federal and Massachusetts fiduciary income taxation.
December 12, 2006
Committee Meeting
The Intersection of Estate Planning and Financial Planning
Terry Condren, CFP and the Director of Planning Solutions, Wealth Management Consulting, at Bank of America, will address how estate planning intersects with financial planning, including: risk management, investments, income tax planning, retirement planning, business succession planning and executive benefits.
In his role as Director of Planning Solutions, Wealth Management Consulting, Mr. Condren coordinates the delivery of financial planning advice to the mass affluent segment. His team helps Bank of America associates create sophisticated, comprehensive financial and estate plans for their clients.
November 14, 2006
Committee Meeting
Revocable Trusts and Credit Shelter Planning
Sara W. Condon of Mintz Levin Cohn Ferris Glovsky and Popeo P.C. will discuss the use of revocable trusts and credit shelter planning in the estate planning process.
October 10, 2006
Committee Meeting
The Basic Estate Plan - Part II: Lifetime Giving
Deborah Dong of Bove & Langa, P.C. will present the basic principles of lifetime giving.
September 12, 2006
Committee Meeting
The Basic Estate Plan – Part I
William M. Parizeau of Goodwin Procter LLP will present the basic objectives of estate planning and outline issues which confront estate planners in:
- Drafting wills
- Durable powers of attorney
- Health care proxies
- HIPPA releases
This will be the first seminar in a three part series on the basic estate plan. We hope you can join us!
May 9, 2006
Committee Meeting
GST Basics
Susan L. Repetti, a Trusts & Estates Partner at Nutter McClennen & Fish LLP, will present the fundamental principles of the generation skipping transfer tax.
April 18, 2006
Committee Meeting
International Estate Planning
Melissa Langa, of The Law Firm of Bove & Langa, P.C., will present an introduction to international estate planning. Ms. Langa will discuss estate and gift tax issues presented by the nonresident alien client.
March 14, 2006
Committee Meeting
Roundtable Discussion
Join us for a roundtable discussion of current estate planning and estate administration issues. This is a great opportunity to network with your peers.
February 14, 2006
Committee Meeting
An Introduction to Grantor Trusts
Robert G. Stewart, a solo practitioner in Gloucester, MA and Adjunct Professor at the Graduate Tax Program at Boston University School of Law, will present an introduction to grantor trusts.
Mr. Stewart specializes in all facets of wills, trusts, estates, estate and tax planning for individuals, probate, business and tax planning for small businesses, and taxation of estates and trusts. He is a frequent speaker for Massachusetts Bar Association, Boston Bar Association and MCLE continuing education programs in areas relating to estates and trusts, estate planning and related areas of taxation and is a Fellow of the American College of Trust and Estate Counsel.
January 10, 2006
Committee Meeting
Mental Toughness: It’s Not Just for Athletes
What might a top lawyer and an elite athlete have in common? Perhaps it’s something called Mental Toughness, a term derived from sports psychology which refers to characteristics, such as poise, confidence, focus, and the ability to bound back from setbacks and or mistakes, which are necessary for peak performance.
Pamela Enders, Ph.D., a psychologist affiliated with Harvard Medical School, will teach us some of the secrets of top athletes to help you perform at an optimal level in all areas of your career.
December 13, 2005
Committee Meeting
At a Crossroads: Advising a Client through Choices in Estate Administration
Heather J. Lange, an associate at Taylor, Ganson & Perrin, LLP, will discuss advising clients through choices in estate administration.
Ms. Lange’s practice focuses on estate planning, estate and trust administration and federal taxation, in addition to her considerable experience in working with tax-exempt organizations.
November 1, 2005
Committee Meeting
Challenges of Estate Planning in a Solo or Small Firm Practice
Kathleen ("Kitty") M. O'Connor, partner at Eckel, Morgan & O'Connor, will present basic Medicaid and disability planning issues and discuss the implications of elder law in these contexts. She will also discuss the resources that are available to estate planners in a solo or small firm practice.
Ms. O’Connor’s practice focuses on estate planning, probate administration, elder law, including Medicaid and long-term care planning, guardianships, and probate litigation.
October 11, 2005
Committee Meeting
What Estate Planners Need to Know About Real Estate Law
Elise S. Wald, Conn Kavanaugh Rosenthal Peisch & Ford, LLP, will provide an overview of basic real estate issues that arise in estate planning contexts. The program will address probate, managing and selling of real property. Ms. Wald will outline various estate planning and creditor protection techniques that can be used with real estate.
September 13, 2005
Committee Meeting
Pre-Nuptials in Massachusetts: The Unsettled Lndscape
David E. Cherny, Partner at Atwood & Cherny P.C., will address pre-nuptial agreements in the state of Massachusetts.
Mr. Cherny concentrates his practice in the area of complex domestic relations matters at both the trial and appellate court levels. He is a Fellow of the American Academy of Matrimonial Lawyers and a past President of the Massachusetts Chapter. He is a frequent writer and lecturer in the area of family law and a cum laude graduate of Boston University School of Management and Suffolk University Law School.
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