Previous Events & CLE Programs
June 15, 2009
CLE Program
Trusts & Estates Year in Review
Monday, June 15, 2009
4:00 p.m. – 7:00 p.m.
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June 3, 2009
Section Meeting
Wednesday, June 3, 2009 - 4:00p
Topic: The Uniform Probate Code: A View From the Bench
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March 12, 2009
CLE Program
Thursday, March 12, 2009
The New Massachusetts Uniform Probate Code
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March 10, 2009
Section Meeting
Tuesday, March 10, 2009 - 1:00p
Topic: End of Life Care
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February 5, 2009
Section Event
Thursday, February 5, 2009 - 5:30p
Topic: Wine Tasting Social
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January 21, 2009
CLE Program
Current Issues with LLC’s and FLP’s - 1/21/09
Sponsor
Trusts & Estates Section
Estate planning practitioners must be familiar and knowledgeable about the variety of vehicles available to their clients. This comprehensive program will focus on limited liability companies and family limited partnerships, and will cover the most up-to-date and practical techniques to use when planning and administering a clients estate.
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January 7, 2009
Section Meeting
Wednesday, January 7, 2009 - 12:00p
Topic: Team - Based Care of Frail Elders: A Cost Effective Model
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December 8, 2008
CLE Program
Legal Issues in Same Sex Relationships
Sponsors
Family Law Section
Trusts & Estates Section
On November 18, 2008, it will have been five years since the Massachusetts Supreme Judicial Court’s landmark decision in Goodridge.Today, the law continues to evolve to deal with the practical aspects of same sex relationships and their legal rights.
This seminar will address the legal issues that same sex couples face regarding their children, their marriage, and estate planning. Attendees will learn what couples must do to protect themselves and their families, as well as the consequences of failing to properly plan for marriage, children and death.
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October 28, 2008
CLE Program
Trust Reformation
Sponsored by: Trusts & Estates Section
Program Objective: This program will address both the equity issues of trust reformation, as well as trust reformation for tax purposes, or the so-called “Bosch” procedure.
Who Should Attend: This program is ideal for all estate planning pracitioners, trustees or anyone advising trustees.
Overview: Attendees will learn when to consider reforming a trust, how to go about reforming a trust, and specifically, when the SJC needs to be petitioned for reformation so that the reformation is recognized by the IRS for tax purposes.
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June 9, 2008
CLE Program
Trusts and Estates Year in Review
An annual hit among estate planning practitioners, 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. The panelists will cover new matters that arose in transfer tax law and non-tax law between June 2007 and June 2008 and will give a status update on legislation in the pipeline. It is one that you cannot afford to miss!
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May 8, 2008
Section Meeting
Using Microsoft Outlook or an Integrated Client Management System in Your Office
Sponsors
Solo & Small Firm Section
Litigation Section
Criminal Law Section
Trusts & Estates Section
New Lawyers Section
Nancy Brush, Just Solutions, Inc., Jo Ann Citron, Citron Law, and Stephen G. Viegas, Law Offices of Stephen G. Viegas, will offer insight on making educated decisions regarding existing software. Gain control of your calendar and docket to prevent missed deadlines and double-booking your schedule. Our presenters will speak about how you can use either an integrated client management system like TimeMatters, Amicus, Abacus, PracticeMaster, or PCLaw to gain control of your life, or, in the alternative, how to use your existing Microsoft products, Outlook, Excel and Word to accomplish those goals.
April 8, 2008
Section Meeting
Scheduling Practices in the Probate and Family Court: A Bench/Bar Discussion
Sponsors
Family Law Section
Trust & Estates Section
Family Law Section of the Massachusetts Bar Association
In response to concerns expressed by the legal community regarding the lack of uniformity in the manner in which cases are scheduled in the various courts within the Probate and Family Department, Chief Justice Paula Carey has appointed a Scheduling Task Force to review such matters and to provide her with recommendations for suggested changes. The Task Force, chaired by the Honorable Robert Langlois, First Justice of the Norfolk Probate and Family Court, is now conducting state wide forums to meet with practitioners in order to listen to their concerns and to hear their suggestions on how to improve scheduling procedures.
Judge Langlois, together with Task Force members Denise Squillante, former Chair of the Massachusetts Bar Association's Family Law Section, and Gayle Stone-Turesky will be conducting the meeting. The Task Force invites all of you to attend this forum and to discuss methods on improving scheduling procedures and protocol in the Probate and Family Court.
March 5, 2008
CLE Program
Appraisals & Valuations
Sponsored by:
Trusts & Estates Section
This program will cover the ins and outs of appraisals and valuations for real estate, personal property and closely held businesses. The experienced panel will discuss this topic with respect to each of their practice areas, including business valuation, personal property, commercial real estate, personal real estate and machinery and equipment.
Click here for complete program description
December 13, 2007
Section Presentation
Annual Mid-Year Review
Sponsors
Trusts & Estates Section
Estate Planning Committee
The Co-chairs of the Trusts & Estates Section and the Estate Planning Committee invite you to the presentation of our annual Mid-Year Review. This year, we are privileged to welcome Dennis R. Delaney, Hemenway & Barnes, Peter Shapland, Day Pitney LLP, and Nick Gray, Rubin & Rudman as our presenters. They will discuss recent cases and rulings of importance to Trusts & Estates practitioners.
The program is the Section’s annual Holiday celebration and lunch will be provided for all who attend. We hope you can join us for this festive event.
Happy Holidays to All,
Mel A. Warshaw
Co-Chair, Trusts & Estates Section
Nancy E. Dempze
Co-Chair, Trust & Estates Section
Stephen Ziobrowski
Co-Chair, Estate Planning Committee
Anne Marie Towle
Co-Chair, Estate Planning Committee
November 26, 2007
CLE Program
The Intersection of Family Law and Trusts: What Every Practitioner Should Know
Sponsored by:
Family Law Section
Trusts & Estates Section
This program will discuss how life insurance, educational and special needs trusts are impacted by divorce. Requests for alimony and child support can create a host of complicated tax and estate administration issues. The panel for this program, which includes a judge and two experienced practitioners in estate planning and family law, will provide an overview on and address some of the key points surrounding the various types of special trusts.
Click here for complete program description
November 6, 2007
CLE Program
Health Care at the End of Life: Navigating Legal Challenges in Planning, Payment and Treatment
Sponsors
Health Law Section
Trusts & Estates Section
Longer life expectancies, coupled with technological advances in medicine, have made end-of-life health care legally and ethically complex. This program, designed for experienced health law practitioners as well as estate planning attorneys, will address key issues surrounding end-of-life care. Attendees will learn the intricacies of planning for end-of-life care, paying for end-of-life care and making treatment decisions at the end of life.
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October 23, 2007
CLE Program
The Massachusetts Principal and Income Act: Clarification and Further Questions, Two Years Hence
On November 10, 2007, it will have been two years since then Acting Governor Kerry Healey followed the example of a number of other States and signed The Massachusetts Principal and Income Act into law. The Act provided much needed clarification regarding how to account for principal and income in trusts and estates governed by Massachusetts law. At the same time, a number of questions have arisen regarding how certain aspects of the law actually work. Lawyers drafting and administering trusts under Massachusetts law have now had a little less than two years to get to know the Act. This seminar, sponsored by the Trusts and Estates Section of the Boston Bar Association, is designed to take inventory of the Act.
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October 23, 2007
Section Meeting
Views from FINRA: Overview of Current Regulatory Initiative & Enforcement Matters
Sponsors
Securities Law Committee
Mergers & Acquisitions Committee
Banking & Financial Services Committee
Corporate Counsel Committee
Corporate Law Committee
Investment Companies & Advisers Committee
Securities Enforcement & Litigation Committee
Trusts & Estates Section
Frank Sanclemente, Regional Counsel for the Financial Industry Regulatory Authority, will discuss the current initiatives of FINRA relating to the protection of senior investors. Mr. Sanclemente will discuss the regulatory issues affecting firms and registered representatives, as well as present an overview of enforcement matters originating out of FINRA’s Boston District Office.
FINRA is the largest non-governmental regulator for all securities firms doing business in the United States and was created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the NYSE.
September 20, 2007
CLE Program
Undue Influence and Incompetence Cases in the Probate Courts
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This expert panel will discuss approaches to pleading and trying cases of undue influence and incompetence, with a focus on emerging medical information on the roles of memory and judgment in decision making. Attendees will learn how to marshal, evaluate and present medical evidence and important considerations for the use of expert witnesses. Judges on the panel will offer practical tips as to what evidence and arguments are most convincing in this developing area of the law.
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