Previous Events & CLE Programs
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.
Click here for complete program description
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.
Click here for complete program description
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
Click here for complete program description
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.
June 14, 2007
CLE Program
Trusts & Estates Year in Review
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 and will give a status update on legislation in the pipeline.
This program will help estate planning practitioners stay up to date in current developments over the last twelve months. It is one that you can not afford to miss!
Click here for complete program description
April 26, 2007
CLE Program
Integrating Real Estate and Estate Planning Practice
Sponsors
Real Estate Section
Trusts & Estates Section
Attend this seminar to learn basic estate preservation techniques from the perspective of both the real estate attorney and the estate planner. As the population of the Commonwealth ages, the need to understand the conventions of Real Estate and Estate Planning practice is increasingly important for practitioners in both areas.
The panel of speakers is especially qualified to offer insights into the not-so-seamless web of these two practice areas, particularly as they relate to real estate transactions.
Click here for complete program description
March 7, 2007
CLE Program
Long-Term Care Planning Under the Deficit Reduction Act of 2005
Congress changed the rules governing MassHealth coverage of nursing home care as part of the Deficit Reduction Act of 2005. Massachusetts has implemented these changes, but done little to clear up their pervasive ambiguities. This program will explain the changes, their ambiguities, the latest interpretations by the Massachusetts Office of Medicaid, and how to advise clients under the new and shifting rules.
Click here for complete program description
December 14, 2006
Section Meeting
Annual Mid-Year Review
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 Shari A. Levitan of Holland & Knight LLP and Donna M. White of Donovan Hatem LLP as our presenters.
Ms. Levitan and Ms. White will discuss recent cases and rulings of importance to Trusts & Estate 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,
June 15, 2006
CLE Program
Trusts & Estates: Year in Review 2006
Full program description
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.
February 2, 2006
CLE Program
Fixing Broken Life Insurance Trusts
Full Program Description
This program is designed to help practitioners identify and address problems that can arise in drafting and administering irrevocable life insurance trusts, including tax issues.
The panel will address failures of Crummey notices or poorly drafted withdrawal provisions, inefficient allocations of GST exemption, and changed circumstances. Attendees will learn techniques for dealing with these problems including transfers to other trusts and judicial modification.
December 15 , 2005
Section Meeting
Annual Mid-Year Review
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 Barbara Freedman Wand and Donna M. White, both of Bingham McCutchen LLP, as our presenters.
Ms. Freedman Wand and Ms. White will discuss recent cases and rulings of importance to Trusts & Estate 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.
December 6 , 2005
CLE Program
Understanding the Massachusetts Principal and Income Act
Full Program Description
The Massachusetts Principal and Income Act will take effect on January 2, 2006, providing Trusts & Estates attorneys with comprehensive legislation governing principal and income allocations. It accomplishes two key objectives:
- a unified statutory scheme as to what constitutes income and what constitutes principal; and,
- giving power to trustees to adjust between principal and income in making distributions to beneficiaries.
October 20, 2005
CLE Program
The Increasing Interplay Between Trust Law and Family Law
Full Program Descripton
To order course materials, click here.
Learn how recent case law has influenced what consideration the court will give trusts, whether created by a party or family member to a divorce, when dividing a marital estate. The panelists will discuss to what extent this has affected trust law. In particular, the panel will assimilate the effects of the recent D.L v G.L. case and explore its impact on future cases.
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