The Trusts & Estates Section covers a broad range of substantive legal topics and practice concerns of interest to trusts and estates lawyers at all experience levels. Monthly meetings focus on subjects including probate law, pre- and post-mortem estate planning considerations, drafting wills and trusts, estate and gift tax planning and more.

Trusts & Estates Committees

  • Ad Hoc Spousal Elective Share Committee
    Ad Hoc Spousal Elective Share Committee
  • Elder Law and Disability Planning Committee
    This committee addresses a variety of legal matters generally associated with elder clients, disabled clients and clients with disabled dependents. Areas covered include basic and sophisticated estate planning, Medicaid planning, disability, SSI, special needs and long-term care planning, guardianship and conservatorship.

    Contact Information

    Patricia C. D'Agostino

    Margolis & Bloom

    (617) 267-9700

    Jessica Demmerly

    Pabian & Russell, LLC

    (617) 951-3100

  • Estate Planning Committee
    This committee provides a forum to exchange tax-planning ideas and discuss common problems among lawyers specializing in estate planning.

    Contact Information

    Nikki Marie Oliveira

    Nutter McClennen & Fish LLP

    (617) 439-2128

    Heidi A Seely

    Rackemann, Sawyer & Brewster

    (617) 951-1167

  • Fiduciary Litigation Committee
    This committee focuses on a range of litigation matters involving trusts and estates. Areas covered include will and trust contests, disputes over the distribution of trust assets, instrument interpretation, trust modifications and accounting actions.

    Contact Information

    Howard J. Castleman

    Castleman Law LLC

    (617) 877-7635

    Ann Hetherwick Cahill

    Burns & Levinson LLP

    (617) 345-3358

  • New Developments Committee
    This group of lawyers works to track developments in trusts & estates law.

    Contact Information

    Dara Lynn S. Freytag

    Tarlow, Breed, Hart & Rodgers, PC

    (617) 218-2081

    Bradford N. Vezina

    McLane Middleton, Professional Association

    (617) 849-9971

  • Practice Fundamentals Committee
    A part of the Trusts & Estates Section, the Estate Planning Fundamentals Committee focuses on the fundamentals of trusts and estates practice. Its monthly meetings typically feature a presentation on topics of interest to new practitioners. The committee welcomes practitioners with all levels of experience, but its activities are most valuable to trusts and estates practitioners with less than five years of experience.

    Contact Information

    Stephanie Bruno

    Nixon Peabody LLP

    (617) 345-1224

    Aimee F Bryant

    Nutter McClennen & Fish LLP

    (617) 439-2054

  • Steering Committee
    The leadership committee of the Section organizes programs and discusses policy. To inquire about opportunities, please contact the Section Co-Chairs.
  • Tax Law Update Committee
    The Tax Law Update Committee tracks estate, GST and gift tax law developments throughout the year and presents a summary of those developments twice annually at the Year In Review and Mid-Year Review.

    Contact Information

    Kerry Reilly

    K. Reilly Law LLC

    (857) 2334672

    Rebecca (Flewelling) Tunney

    Day Pitney LLP

    (617) 345-4632

  • Trust Administration Committee
    The Trust Administration Committee of the Trusts and Estates Section focuses on the issues that typically arise when a lawyer or corporate fiduciary is serving as a trustee of an irrevocable trust, or when a lawyer is advising clients who are trustees. Periodic brown bag lunches will explore a wide variety of topics from a "best practices" perspective, from communications with beneficiaries, the decision making process when considering discretionary distributions, delegation of investment responsibilities and utilization of the provisions of the MUTC. Our meetings will offer trust lawyers and corporate fiduciaries the opportunity to share experiences and ideas on all of these topics and more.

    Contact Information

    Susan A. Robb

    First Republic Trust Company

    (617) 478-5238

    Danielle Greene

    Boston Private Bank & Trust Co.

    (617) 912-4268

  • Trusts & Estates Education Committee
    Help develop relevant and innovative educational sessions led by a diverse group of talented speakers who cover trusts and estates issues.

    Contact Information

    Renat Lumpau

    Choate Hall & Stewart LLP

    (617) 248-4040

    Sarah M. Waelchli

    Hemenway & Barnes LLP

    (617) 557-9733

    Priya K. Amar

    Goulston & Storrs PC

    (617) 574-3852

  • Trusts and Estates Communications Committee
    This committee publishes information relevant to the trusts & estates bar. If you are interested in an editorial position or publishing an article, please contact us.

    Contact Information

    Katie H. Lombardi

    Beaumont Financial Partners

    (781) 400-2819

    Amy H. Schnitzer

    Bessemer Trust

  • Trusts and Estates Public Policy Committee
    The BBA is very active in legislative and regulatory changes. Trusts and Estates attorneys are often asked to lend their expertise.

    Contact Information

    Glynis A. Ritchie

    Day Pitney LLP

    (617) 345-4785

    M. Bradford Bedingfield

    Hemenway & Barnes LLP

    (617) 557-9704

  • Trusts and Estates Public Service Committee
    This committee, working in collaboration with the Probate & Family Court and the Massachusetts Bar Association created the Massachusetts Uniform Probate Code Resource Desk. The aim of the Resource Desk is to assist attorneys with understanding the transition to the new Code and how it affects their practice. Volunteers will be providing advice and guidance to the attorneys.